Relationship Banker/SR - North Pinellas Area

Truist • Dunedin, FL

6d • Onsite

About The Position

The Relationship Banker/SR is responsible for providing an industry-leading client service experience both in person and on the phone. This role involves developing and expanding new and existing client relationships, providing financial solutions that meet client needs through consultative conversations, and referring clients to other business partners for additional growth opportunities. The position also requires cross-training to perform teller duties as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Exercises advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience, and other product and service lines.
2. Contributes to meeting or exceeding client service and individual/branch sales targets by offering products and services with a focus on developing, expanding, and retaining relationships.
3. Supports the team sales process by conducting consultative conversations and referring complex client needs or financial goals to internal specialists.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing individual knowledge of sales techniques and product knowledge by attending sales, service, and product knowledge meetings, applicable training classes, and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures, and risk management policies, staying informed of all changes to ensure compliance.
8. Ensures a consistent client service experience by engaging clients with courteous conversation, conducting transactions, and uncovering needs. This may include handling teller transactions and assisting clients within the branch.

Requirements

• High school diploma or equivalent education
• 2 years of client sales and service experience
• Experience with sourcing and prospecting for new clients and client relationship building
• Excellent interpersonal and communication skills, including 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 transfer of registration and applicable NMLS background check.
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs
• Ability to work weekends and/or extended hours with occasional travel and overnights 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 in a professional manner with a high level of service quality
• Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer and small business clients
• Demonstrated ability in meeting or exceeding sales goals
• General understanding of bank operations, policies, and procedures

Responsibilities

• Provide an industry-leading client service experience both in person and on the phone.
• Develop and expand new and existing client relationships.
• Provide financial solutions that meet client needs based on consultative conversations.
• Refer clients to other business partners for additional business growth opportunities.
• Perform teller duties as needed.
• Handle routine client maintenance requests, problem resolution, and advanced sales functions.
• Contribute to meeting or exceeding client service and sales targets.
• Support the team sales process by conducting consultative conversations and referring complex needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance individual knowledge of sales techniques and product knowledge.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls, operational procedures, and risk management policies.
• Ensure a consistent client service experience by engaging clients and uncovering needs.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

What This Job Offers

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