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 their needs present additional growth opportunities. The banker is cross-trained to perform teller duties as needed. The posting also describes a Senior Relationship Banker level for this position, with a higher salary ceiling. The role handles client maintenance requests, resolves problems, performs sales functions across deposit, credit, convenience, and other product and service lines, and contributes to individual and branch client-service and sales targets. It supports the team sales process, participates in Truist Retail Community Bank Leadership Routines, builds product and sales knowledge through meetings and training, advises on consumer lending options, and takes loan applications. The banker follows operational, risk-management, and compliance procedures and helps clients with transactions and branch navigation. This is a regular position on the first shift. The role may require weekend or extended hours, travel to support temporary staffing needs, and occasional overnight travel. The annual base salary is $45,760–$56,000 for Relationship Banker or $45,760–$65,000 for Senior Relationship Banker; additional incentive pay is available.

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 applicable registration and NMLS background-check requirements, and 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 with 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 new and existing client relationships.
  • Recommend financial solutions based on consultative conversations and refer complex needs or financial goals to internal specialists and business partners.
  • Handle routine client maintenance requests, resolve problems, and perform sales functions related to deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining relationships.
  • Participate in the Truist Retail Community Bank Leadership Routines.
  • Build 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 compliance guidelines.
  • Conduct teller transactions as needed, engage clients courteously, greet clients, and help them navigate the branch.

Benefits

  • Medical, dental, and vision insurance.
  • Life and 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, potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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