Relationship Banker-St. Petersburg - Pinellas Point

Truist Bank • Saint Petersburg, FL

2d

About The Position

Responsible for providing an industry-leading client service experience by developing and expanding new and existing client relationships. The Relationship Banker 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 required teller duties as needed.

The position exercises advanced proficiency in routine client maintenance, problem resolution, and sales involving deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports the team sales process, advises clients on consumer lending options, and takes loan applications. The banker participates in Truist Retail Community Bank Leadership Routines, pursues ongoing sales and product knowledge training, leads branch sales initiatives, and follows internal controls, operational procedures, and risk management policies.

The role requires English fluency, SAFE (Mortgage Licensing Act) compliance within 30 days of employment, and the ability to travel as needed to accommodate temporary staffing needs. Weekend work and/or extended hours are required; occasional travel and overnight stays may be included.

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.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and applicable NMLS background check requirements; must also 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.
• English fluency is required.

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.

Responsibilities

• Provide professional, courteous client service while conducting transactions and identifying client needs.
• Develop, expand, and retain client relationships, and contribute to individual and branch service and sales targets.
• Handle routine client maintenance requests and resolve problems involving deposit, credit, convenience, and other products and services.
• Conduct consultative conversations and refer complex needs or financial goals to internal specialists.
• Advise clients on consumer lending options and take loan applications.
• Lead sales initiatives within the branch and act as an expert resource.
• Participate in Truist Retail Community Bank Leadership Routines.
• Attend sales, service, product knowledge, and other applicable training meetings and classes, including web-based learning.
• Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
• Perform required teller duties as needed.
• Travel as needed to accommodate temporary staffing needs; work weekends and/or extended hours, with occasional travel and overnight stays potentially included.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 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, 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