Relationship Banker / SrRB - Wesley Chapel

Truist•Wesley Chapel, FL

22h•Onsite

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 offers 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, performs sales functions across deposit, credit, convenience, and other product and service lines, and contributes to individual and branch service and sales targets. It supports the team sales process by identifying client needs and referring more complex needs or financial goals to internal specialists. The role advises on consumer lending options and takes loan applications, maintains knowledge of products and sales techniques, follows operational controls and risk policies, and helps ensure a consistent, courteous client experience, including teller transactions and greeting and guiding clients in the branch.

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 be SAFE (Mortgage Licensing Act) compliant 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 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 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 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 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, risk management policies, and current compliance guidelines.
Provide courteous client service while conducting transactions, including teller duties as needed, greeting clients, and helping them 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 during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan