Relationship Banker / SrRB - Coral Way

Truist•Miami, FL

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 identifies financial solutions through consultative conversations and referrals to other business partners, and is cross-trained to perform teller duties as needed. The position handles routine client maintenance requests, problem resolution, and sales of deposit, credit, convenience, and other products and services. It supports individual and branch service and sales goals, consults with clients about financial needs, advises on consumer lending options, and takes loan applications. The banker follows Truist Retail Community Bank Leadership Routines, attends applicable sales, service, and product training, and adheres to operational controls, risk policies, and current procedures. The role may also involve teller transactions, greeting clients, and helping them navigate the branch.

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, 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 required registration and applicable NMLS background check; must 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

Handle client maintenance requests and resolve problems involving deposit, credit, convenience, and other products and services.
Contribute to client-service 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 established Truist Retail Community Bank Leadership Routines.
Develop sales techniques and product knowledge through 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; stay informed of policy and procedure changes.
Provide a consistent, courteous client experience while conducting transactions and identifying client needs.
Perform teller transactions as needed and help greet clients and guide them within the branch.

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 employment year, prorated based on 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