Relationship Banker / SrRB - Englewood

Truist•Englewood, FL

About The Position

The Relationship Banker 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 when additional expertise or business growth opportunities are appropriate. The banker is cross-trained to perform teller duties as needed. The position handles routine client maintenance and problem resolution, supports individual and branch sales goals, advises clients on consumer lending options, and takes loan applications. It contributes to Truist Retail Community Bank Leadership Routines and builds product and sales knowledge through meetings, training, and web-based learning. The banker follows internal controls, operational procedures, and risk management policies, and helps clients navigate the branch while providing courteous service. This is a regular position on the first shift. The role may require weekend or extended-hour work, occasional travel and overnight stays, and travel or temporary locale changes to support staffing needs.

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.
Demonstrated 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 applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel as required 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 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 client service in person and by phone while developing and expanding client relationships.
Handle routine client maintenance requests, resolve problems, and perform sales functions for deposit, credit, convenience, and other product and service lines.
Contribute to client-service and individual and branch sales targets by offering products and services and developing, expanding, and retaining 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.
Build sales technique 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, and stay informed of policy and procedure changes.
Engage clients courteously during transactions, uncover client needs, handle teller transactions as needed, and help clients navigate the branch.
Travel as needed to support temporary staffing requirements, which may include temporary assignment or locale changes.

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.