Relationship Banker / SrRB - Lake Wales

Truist • Lake Wales, FL

7d

About The Position

The Relationship Banker is responsible for providing an industry-leading client service experience in person and by phone while 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 banker is cross-trained to perform required teller duties as needed.

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, 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 required registration and applicable NMLS background check; must also meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed for 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 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 routine client maintenance requests, resolve problems, and perform sales functions involving deposit, credit, convenience, and other products and services.
• Contribute to individual and branch client-service and sales targets by offering products and services that develop, expand, and retain client relationships.
• Support the team sales process through consultative conversations and by addressing or referring complex client needs and financial goals to internal specialists.
• Participate in all components of the Truist Retail Community Bank Leadership Routines.
• Build sales technique and product knowledge through 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 engagement, transaction handling, greeting clients, and helping them navigate the branch.
• Perform teller transactions as needed.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• 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.

What This Job Offers

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