Relationship Banker / SrRB - Lutz Apex

Truist Bank•Lutz, FL

5d•Onsite

About The Position

The Relationship Banker / SrRB - Lutz Apex position is responsible for providing an industry-leading client service experience both in person and on the phone. This involves developing and expanding new and existing client relationships, and providing financial solutions that meet client needs through consultative conversations. The role also involves referrals to other business partners for additional business growth opportunities and may include performing teller duties as needed. The position requires advanced proficiency in client maintenance, problem resolution, and sales functions related to various financial products and services. It contributes to meeting sales targets by developing, expanding, and retaining client relationships. The role supports the team sales process through consultative conversations and referrals for complex client needs. It also requires active participation in leadership routines, continuous learning of sales techniques and product knowledge, advising on consumer lending options, taking loan applications, and adhering to internal controls, operational procedures, and risk management policies. A key aspect is ensuring a consistent client service experience through courteous interaction and identifying client needs, which may include handling teller transactions and assisting clients within the branch.

Requirements

High school diploma or equivalent education
2 years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
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 in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
Ability to multi-task under time constraints
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights 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 in a professional manner with a high level of service quality
Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
Demonstrated ability in meeting or exceeding sales goals
General understanding of bank operations, policies and procedures

Responsibilities

Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
Advises on consumer lending options and takes loan applications.
Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.