About The Position

The Relationship Banker is responsible for providing an industry-leading client service experience in person and by 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.

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 be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable registration and NMLS background check; must meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • 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 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 and resolve problems; perform sales functions involving deposit, credit, convenience, and other products and services.
  • Help meet or exceed client-service and individual and branch sales targets by offering products and services that develop, expand, and retain client relationships.
  • Support the team sales process through consultative conversations and by addressing or referring complex client needs and financial goals to internal specialists.
  • Participate in all components of the established Truist Retail Community Bank Leadership Routines.
  • Develop sales techniques and product knowledge by attending 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.
  • Provide a consistent, courteous client experience during transactions, uncover client needs, handle teller transactions as needed, and help clients navigate the branch.
  • Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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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