Relationship Banker / SrRB - Pinellas Point

Truist Bank•Saint Petersburg, FL

About The Position

The Relationship Banker is responsible for delivering an industry-leading client service experience by developing and expanding new and existing client relationships. The role provides financial solutions tailored to client needs through consultative conversations and referrals to internal business partners for additional growth opportunities. The banker is cross-trained to perform teller duties as needed. The position handles routine client maintenance requests, problem resolution, and sales involving deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales goals, advises clients on consumer lending options and accepts loan applications, and supports branch sales initiatives as an expert resource. The banker follows operational controls, procedures, and risk-management policies, and participates in Truist Retail Community Bank Leadership Routines and applicable sales, service, product, and other training. The role is a regular position requiring English fluency. It is a first-shift role and may involve weekends, extended hours, travel, and overnight stays. Travel may be needed for temporary staffing assignments or changes in location.

Requirements

  • High school diploma or equivalent education.
  • Four 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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and applicable NMLS background check; must meet applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as required to accommodate temporary staffing needs, including temporary assignments or location 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

  • Provide professional client service and a consistent experience while conducting transactions, engaging clients courteously, and identifying their needs.
  • Develop, expand, and retain client relationships by offering products and services and contributing to individual and branch sales targets.
  • Handle routine client maintenance requests, resolve problems, and perform sales functions relating to deposit, credit, convenience, and other products and services.
  • Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance 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 about policy and procedure changes.
  • Lead branch sales initiatives and serve as an expert resource.
  • Perform teller duties and transactions as needed.

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, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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