Relationship Banker/SR – Daniels Crossing

Truist•Fort Myers, FL

About The Position

The Relationship Banker/SR provides an industry-leading client service experience in person and by phone, developing and expanding new and existing client relationships. The role offers 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 position requires advanced proficiency in routine client maintenance, problem resolution, and sales involving deposit, credit, convenience, and other products and services. The banker helps meet individual and branch service and sales targets, supports the team sales process, advises on consumer lending options, and takes loan applications. The role also includes teller transactions, greeting clients, and helping them navigate the branch. The employee must follow internal controls, operational procedures, risk policies, and current compliance guidelines.

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, including willingness to interact with clients and prospects.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including required registration and NMLS background check, and meet ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

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 providing 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 and resolve problems, using advanced sales skills for 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 the established Truist Retail Community Bank Leadership Routines.
Build knowledge of sales techniques and products by attending meetings, training classes, and web-based learning.
Advise clients on consumer lending options and take loan applications.
Follow internal controls, operational procedures, risk management policies, and current compliance guidelines.
Engage clients courteously during transactions, uncover needs, perform teller transactions as needed, greet clients, and help them navigate the branch.

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 employment status
10 sick days, prorated
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan