About The Position
The Relationship Banker provides an industry-leading client service experience in person and over the phone by 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 position handles routine client maintenance and problem resolution, supports individual and branch sales targets, advises on consumer lending options, and takes loan applications. It also requires adherence to internal controls, operational procedures, and risk management policies. The role is based in the Greensboro and Alamance County area, and Saturday work is required.
Requirements
- High school diploma or equivalent education.
- 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.
- 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 routine client maintenance requests, resolve problems, and perform sales activities 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 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 current on policy and procedure changes.
- Provide a consistent, courteous client service experience, uncover client needs, handle teller transactions as needed, and help clients navigate the branch.
- Travel to accommodate temporary staffing needs, including temporary assignment or locale changes, as required.
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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
