Relationship Banker or Senior Relationship Banker Anderson Pavilion

Truist • Anderson, SC

3d

About The Position

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

The role handles routine client maintenance and problem resolution, supports individual and branch sales goals, advises clients on consumer lending options and takes loan applications, and helps ensure compliance with operational procedures and risk management policies. It also contributes to the branch's client service experience by conducting transactions, greeting clients, and helping them navigate the branch. Work may include weekends or extended hours, and temporary travel or overnight stays may be required.

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.
• SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including applicable registration and NMLS background check requirements; ongoing regulatory requirements must also be met.
• Ability to multitask under time constraints.
• Ability to travel as needed for 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 providing 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 related to 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 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.
• Advance product knowledge and sales skills through meetings, training, 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 while conducting transactions, uncovering client needs, greeting clients, and helping them navigate the branch.
• Perform teller duties as needed.

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, eligibility may include 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