Relationship Banker / SrRB - Englewood

Truist Bank•Englewood, 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 based on consultative conversations and refers clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed. The position exercises proficiency in client maintenance, problem resolution, and sales involving deposit, credit, convenience, and other products and services. It supports individual and branch service and sales targets, consultatively identifies client needs, advises on consumer lending options, and takes loan applications. The role participates in Truist Retail Community Bank Leadership Routines, completes ongoing product and sales learning, and follows internal controls, operating procedures, and risk-management policies. It may include teller transactions, greeting clients, and helping them navigate the branch.

Requirements

High school diploma or equivalent education.
Two 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 applicable registration and NMLS background-check requirements; 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 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 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

Provide courteous, industry-leading service to clients in person and by phone, including greeting clients and assisting them in navigating the branch.
Develop, expand, and retain client relationships through consultative conversations and financial product and service recommendations.
Handle routine client maintenance requests and resolve problems; perform sales functions involving deposit, credit, convenience, and other products and services.
Contribute to individual and branch client-service and sales targets.
Identify complex client needs or financial goals and act on them or refer clients to internal specialists and business partners.
Participate in Truist Retail Community Bank Leadership Routines.
Attend sales, service, and product-knowledge meetings and training, and complete web-based learning.
Advise clients on consumer lending options and take loan applications.
Follow internal controls, operational procedures, and risk-management policies, and stay current on policy and procedure changes.
Perform teller transactions and other required teller duties as needed.

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