About The Position

The Relationship Banker/Senior Relationship Banker provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role provides financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The banker is cross-trained to perform teller duties as needed. The role handles routine client maintenance and problem resolution, supports sales and service goals, advises on consumer lending options, and takes loan applications. It also involves following operational procedures and risk policies, staying current on policy changes, and participating in Truist Retail Community Bank Leadership Routines and training. The banker may help greet clients, guide them through the branch, and perform teller transactions. The position requires a high school diploma or equivalent, at least two years of client sales and service experience, and experience sourcing and prospecting for clients and building relationships. The role may require weekend or extended hours, travel to cover temporary staffing needs, and occasional overnight travel. SAFE compliance is required within 30 days of employment.

Requirements

  • High school diploma or equivalent education.
  • Two years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building client relationships.
  • Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable registration and NMLS background check requirements; must meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel to accommodate temporary staffing needs, including temporary assignment or location changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be required.

Nice To Haves

  • Associate degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond professionally while maintaining a high level of service quality.
  • Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small-business clients.
  • Demonstrated ability to meet or exceed sales goals.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Provide client service in person and by phone while developing and expanding client relationships.
  • Handle routine client maintenance requests, resolve problems, and perform sales functions involving deposit, credit, convenience, and other products and services.
  • Contribute to client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining relationships.
  • Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines and attend sales, service, and product knowledge meetings and training.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operational procedures, and risk management policies, and stay informed of policy and procedure changes.
  • Engage clients courteously while conducting transactions, uncovering needs, greeting clients, and helping them navigate the branch.
  • Perform teller duties and transactions as needed.
  • Travel as needed to accommodate temporary staffing needs.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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