Relationship Banker (Sat Required) - VA West North Area– Stephens City

Truist•Stephens City, VA
•$45,760 - $54,250

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 when additional expertise or growth opportunities are appropriate. The banker is cross-trained to perform teller duties as needed. The position requires proficiency in routine client maintenance, problem resolution, and sales involving deposit, credit, convenience, and other products and services. The banker contributes to individual and branch service and sales goals, advises clients on consumer lending options and accepts loan applications, and follows applicable operational controls, procedures, and risk management policies. The annual base salary is $45,760–$54,250, with additional incentive pay available.

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.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Must meet SAFE Mortgage Licensing Act requirements 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 to accommodate temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnights 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 sales functions involving deposit, credit, convenience, and other product and service lines.
  • Contribute to client service goals 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.
  • Build knowledge of sales techniques and products 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.
  • Provide courteous client service, conduct transactions, uncover client needs, perform teller transactions as needed, and help clients navigate the branch.

Benefits

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