Relationship Banker / SrRB - Pasco Hernando Area

Truist • Zephyrhills, FL

7d

About The Position

Responsible for providing an industry-leading client service experience in person and over the phone by developing and expanding new and existing client relationships. Provides financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed.

The Relationship Banker handles client maintenance requests and problem resolution, supports sales targets by recommending products and services, and identifies or refers complex financial needs to internal specialists. The role includes advising on consumer lending options and taking loan applications, conducting transactions, helping clients navigate the branch, and complying with operational controls, procedures, and risk-management policies. The banker participates in Truist Retail Community Bank leadership routines and ongoing sales, service, and product training.

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, and meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as required 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 in-person and phone client service 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 individual and branch client-service and 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.
• Attend sales, service, and product-knowledge meetings and training to improve product knowledge and sales skills.
• 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.

What This Job Offers

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