Relationship Banker/SR - Pine Island

Truist Bank • St. James City, FL

1d

About The Position

Responsible for providing an industry-leading client service experience in person and by phone through developing and expanding new and existing client relationships. Provides financial solutions tailored to client needs through consultative conversations and referrals to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed, including teller transactions and helping clients navigate the branch.

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 in basic computer applications, such as Microsoft Office.
• SAFE (Mortgage Licensing Act) compliance within 30 days of employment in the role, including new or transferred registration and applicable NMLS background check; candidates must meet applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be required.
• Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes.

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 functions related to deposit, credit, convenience, and other products and services.
• Contribute to client service and individual and branch sales targets by offering products and services focused on developing, expanding, and retaining client relationships.
• Support the team sales process through consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
• Participate in all components of the established Truist Retail Community Bank Leadership Routines.
• Develop sales techniques and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Advise clients on consumer lending options and take loan applications.
• Follow internal controls, operational procedures, and risk management policies; stay current on policy and procedure changes to ensure compliance.
• Engage clients with courteous conversation while conducting transactions and identifying needs; handle teller transactions and help greet clients and guide them within the branch.
• Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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 in 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, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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