Relationship Banker / SrRB - Treasure Coast Area (Palm Bay Area)

Truist Bank•Palm Bay, FL

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. The position is cross-trained to perform teller duties as needed, including 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 and 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 any new or transferred registration and applicable NMLS background check; must meet 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 required.

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 sales functions involving deposit, credit, convenience, and other products and services.
Contribute to client service and individual and branch 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.
Advance 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; stay informed about policy and procedure changes to ensure compliance.
Provide consistent, courteous client service while conducting transactions and identifying client needs; handle teller transactions and help greet and guide clients in the branch.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
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