Relationship Banker / SrRB - Lake Wales

Truist Bank • Lake Wales, FL

6d

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 for additional growth opportunities. The banker is cross-trained to perform teller duties as needed, including teller transactions and helping clients navigate the branch.

The role handles routine client maintenance requests, resolves problems, and performs sales functions across deposit, credit, convenience, and other product and service lines. The banker contributes to client service and individual and branch sales targets, supports the team sales process, advises on consumer lending options, and takes loan applications. The position requires adherence to internal controls, operational procedures, risk management policies, and current compliance guidelines. It also involves continued learning through meetings, training, and web-based coursework.

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 applicable registration and NMLS background check requirements; must meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel 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 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 products and services.
• 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 act on or refer complex client needs and financial goals to internal specialists.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance knowledge of sales techniques and products by attending meetings and training and completing 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.
• Engage clients courteously during transactions, uncover their needs, perform teller transactions as needed, and help clients navigate the branch.
• Travel as needed to accommodate temporary staffing needs, including 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, defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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