Relationship Banker/SR - Marathon, FL

Truist Bank • Marathon, FL

5d • Onsite

About The Position

The Relationship Banker/SR provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role offers financial solutions based on consultative conversations and refers clients to other business partners when additional expertise can support their needs. The banker is cross-trained to perform teller duties as needed, including transactions and helping clients navigate the branch.

The position supports individual and branch sales and service goals through client relationship development, product recommendations, lending guidance, and referrals. It also requires adherence to operational controls, procedures, and risk-management policies, as well as ongoing learning about products and sales techniques. The role is regular and requires English fluency. The listed work shift is first shift.

Requirements

• High school diploma or equivalent education.
• At least 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Proficiency with basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and applicable NMLS background checks; must meet applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as required to accommodate temporary staffing needs, including temporary assignments or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
• English fluency is required.

Nice To Haves

• Associate’s 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

• Handle routine client maintenance requests, resolve problems, and perform advanced sales activities 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 client 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.
• Develop sales techniques and product knowledge through meetings, training, and web-based learning.
• Advise clients on consumer lending options and take loan applications.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed about policy and procedure changes.
• Provide a consistent, courteous client-service experience, uncover client needs, conduct transactions, and help greet and guide clients in the branch.
• Perform teller transactions and other duties as assigned.
• Travel as needed to accommodate temporary staffing requirements, including temporary assignments or changes in locale.

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
• Depending on position and division, possible defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED