N Fort Myers Area

Truist Bank•Cape Coral, FL

About The Position

The Relationship Banker is responsible for providing an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role provides financial solutions based on consultative conversations and refers clients to other business partners for additional business growth opportunities. The employee will be cross-trained to perform teller duties as needed.

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.
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 an 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 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 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 sales functions for deposit, credit, convenience, and other products and services.
Help meet or exceed individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining relationships.
Conduct consultative conversations, address client needs, and refer complex needs or financial goals to internal specialists.
Participate in the established Truist Retail Community Bank Leadership Routines.
Develop sales techniques 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, and risk-management policies, and stay informed of policy and procedure changes.
Provide a consistent client-service experience through courteous conversation, uncover client needs, handle teller transactions as needed, and help clients navigate 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 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.