Relationship Banker- Erdman

Truist•Baltimore, MD
•$45,760 - $65,000

About The Position

The Relationship Banker provides industry-leading client service in person and by phone, developing and expanding new and existing client relationships. The role identifies financial solutions through consultative conversations and referrals to other business partners, and is cross-trained to perform teller duties as needed. The posting also describes a Senior Relationship Banker compensation range; the position title presented at the top of the posting is Relationship Banker.

Requirements

  • High school diploma or equivalent education.
  • At least 2 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) compliance requirements within 30 days of employment, including registration and applicable NMLS background check requirements, and meet ongoing regulatory requirements.
  • 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 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 advanced sales functions involving 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, address client needs, and refer complex needs or financial goals to internal specialists.
  • Participate in the established 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, and remain informed of policy and procedure changes.
  • Provide courteous service during transactions, identify client needs, 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 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 for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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