Relationship Banker/SR -Hillsborough - South Tampa

Truist Bank • Tampa, FL

31d

About The Position

The Relationship Banker/SR provides an industry-leading client service experience in person and by phone by 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 employee is cross-trained to perform teller duties as needed.

The position handles routine client maintenance and problem resolution, advanced sales functions for deposit, credit, convenience, and other products and services, and consumer lending inquiries and applications. It supports individual and branch service and sales goals, participates in Truist Retail Community Bank Leadership Routines, and builds product and sales knowledge through meetings and training. The role follows operational controls, procedures, and risk policies, and helps clients navigate the branch while delivering courteous service. Teller transactions may be included among other duties.

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.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable registration and NMLS background check requirements, and meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel to accommodate temporary staffing needs as required.
• 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 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 client maintenance requests and resolve problems, using advanced proficiency in routine requests and sales functions for deposit, credit, convenience, and other products and services.
• Contribute to individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining client relationships.
• Conduct consultative conversations, address client needs, and refer complex needs or financial goals to internal specialists.
• Participate in all components of Truist Retail Community Bank Leadership Routines.
• Develop sales techniques and product knowledge by attending sales, service, and product 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 informed of policy and procedure changes.
• Provide courteous client service while conducting transactions, uncovering needs, handling teller transactions as needed, greeting clients, and helping them navigate the branch.
• Travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.

Benefits

• Medical, dental, vision, life, disability, and accidental death and dismemberment insurance.
• Tax-preferred savings accounts and a 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.

What This Job Offers

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