Relationship Banker- Ocean Pines

Truist Bank•Berlin, MD

About The Position

Responsible for providing an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. Provides financial solutions based on consultative conversations and refers clients to other business partners for additional business opportunities. The banker is cross-trained to perform teller duties as needed. The role handles routine client maintenance, problem resolution, and sales across deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports consultative sales conversations and referrals, advises on consumer lending options and takes loan applications, and follows operational controls, procedures, and risk-management policies. The banker also participates in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. Teller transactions, greeting clients, and helping clients navigate the branch may be part of the work. The position requires a high school diploma or equivalent and two years of client sales and service experience. SAFE Mortgage Licensing Act compliance is required within 30 days of employment, including applicable registration and background-check requirements. The role may require weekend or extended hours, travel to meet temporary staffing needs, and occasional overnight travel. The annual base salary is $45,760–$56,000, with additional incentive pay available. Regular teammates working at least 20 hours per week are eligible for benefits, subject to plan and division eligibility.

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, including willingness 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 required registration and applicable NMLS background-check standards; ongoing regulatory requirements must also be met.
  • 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 manage 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

  • Provide client service in person and by phone while developing, expanding, and retaining client relationships.
  • Handle routine client maintenance requests, resolve problems, and perform sales functions for deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and sales targets by offering appropriate products and services.
  • Conduct consultative conversations and refer complex client needs or financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build 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, and stay informed of policy and procedure changes.
  • Engage clients courteously during transactions, handle teller transactions as needed, and help clients navigate 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 in 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, possible defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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