Relationship Banker / SRRB - Kirkman Conroy

Truist • Orlando, FL

3d

About The Position

The Relationship Banker is responsible for providing an industry-leading client service experience by developing and expanding new and existing client relationships. The role offers financial solutions tailored to client needs through consultative conversations and referrals to business partners for additional growth opportunities. The banker may be cross-trained to perform teller duties as needed, including teller transactions. The position also advises on consumer lending options, takes loan applications, leads sales initiatives within the branch, and acts as an expert resource.

Requirements

• High school diploma or equivalent education.
• Four years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Proficiency in basic computer applications such as Microsoft Office.
• Meet SAFE (Mortgage Licensing Act) compliance requirements within 30 days of employment, including required registration and applicable NMLS background check; meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed 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, resolve problems, and perform advanced sales functions involving deposit, credit, convenience, and other products and services.
• Help meet or exceed client service standards and individual and branch 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.
• Advance 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 about policy and procedure changes.
• Lead branch sales initiatives and serve as an expert resource.
• Provide professional, courteous client service during transactions and identify client needs.
• Perform teller duties and transactions as needed.

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

What This Job Offers

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