Relationship Banker / SR - Marco Island

Truist Bank•Marco Island, FL
•Onsite

About The Position

Responsible for providing an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. Provides financial solutions tailored to client needs through consultative conversations and referrals to other business partners to support additional business growth. The banker is cross-trained to perform required teller duties as needed. The role includes advanced proficiency in routine client maintenance, problem resolution, and sales involving deposit, credit, convenience, and other products and services. The banker contributes to individual and branch client-service and sales targets, supports the team sales process, participates in Truist Retail Community Bank Leadership Routines, and builds product and sales knowledge through meetings and training. The position also advises on consumer lending options and accepts loan applications, while following operational controls, procedures, and risk-management policies. Client interactions may include teller transactions, welcoming clients, and helping them navigate the branch. The job requires a high school diploma or equivalent, at least two years of client sales and service experience, prospecting and relationship-building experience, and the ability to work weekends and/or extended hours. Travel to support temporary staffing needs may be required, with occasional travel and overnights possible.

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 and a desire 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 new or transferred registration and applicable NMLS background check; 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 needed 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’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

  • Provide in-person and telephone client service while developing and expanding client relationships.
  • Address routine client maintenance requests and resolve problems; perform sales functions related to deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and sales targets by offering products and services that develop, expand, and retain 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.
  • Build sales technique and product knowledge 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 their needs, perform teller transactions as needed, greet clients, and help them navigate the branch.
  • Perform other duties as assigned, which may include teller transactions.

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 as applicable
  • 10 sick days, prorated as applicable
  • 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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