Relationship Banker - Northwoods Saturday Required - Bilingual, English/Spanish Preferred

Truist Bank • North Charleston, SC

4d

About The Position

The Relationship Banker provides an industry-leading client service experience in person and by phone, 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 opportunities. The banker is cross-trained to perform teller duties as needed.

The position handles client maintenance requests and problem resolution; supports individual and branch sales and service goals; identifies client needs and refers complex needs to internal specialists; advises on consumer lending options and takes loan applications; and follows operational, risk-management, and compliance procedures. It also includes participation in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. The role requires Saturday work, the ability to work weekends and/or extended hours, and travel to accommodate temporary staffing needs, which may include temporary assignments or locale changes and occasional overnight travel.

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.
• Demonstrated proficiency with 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 assignments or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

Nice To Haves

• Associate 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.
• English/Spanish bilingual ability is preferred.

Responsibilities

• Handle routine client maintenance requests, resolve problems, and perform sales functions involving deposit, credit, convenience, and other products and services.
• Help meet or exceed client-service and individual and branch sales targets by offering products and services and developing, expanding, and retaining relationships.
• Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
• Participate in all components of the Truist Retail Community Bank Leadership Routines.
• Advance 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.
• Engage clients with courteous conversation, conduct transactions, identify needs, greet clients, and help them navigate the branch.
• Perform teller transactions as needed.
• Work Saturdays and be available for weekends and/or extended hours; travel to accommodate temporary staffing needs, including occasional overnight travel if required.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation during the first year, prorated according to hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

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