Relationship Banker- Charlestown Crossing

Truist•New Albany, IN

About The Position

The Relationship Banker provides an industry-leading client service experience in person and by phone, developing and expanding new and existing client relationships. The role offers financial solutions tailored to client needs through consultative conversations and referrals to other business partners for additional growth opportunities. The banker is cross-trained to perform teller duties as needed. The role requires knowledge of deposit, credit, convenience, and other banking products and services; support for individual and branch sales and service goals; and adherence to operational controls and risk management policies. The banker may also advise on consumer lending options, take loan applications, assist clients with transactions, and help them 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 new or transferred registration and applicable NMLS background check; must meet ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel as required 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

Handle routine client maintenance requests and resolve problems, using advanced proficiency with sales functions for deposit, credit, convenience, and other product and service lines.
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 and address or refer complex client needs and financial goals to internal specialists.
Participate in 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, risk management policies, and current guidelines.
Engage clients courteously during transactions, uncover their needs, handle teller transactions as needed, and help clients navigate the branch.

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, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan