Relationship Banker (Sat Required) - VA West North Area

Truist Bank•Winchester, VA

13d•$45,760 - $54,250

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 when additional expertise or growth opportunities are appropriate. The banker is cross-trained to perform teller duties as needed. The role handles routine client maintenance, problem resolution, and sales relating to deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports the team sales process, and helps clients navigate the branch. The banker advises on consumer lending options and takes loan applications, while following internal controls, operating procedures, risk policies, and regulatory requirements. Ongoing learning in sales techniques and product knowledge is expected.

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, 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 any 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 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’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 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 relationships.
Conduct consultative conversations and act on 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, risk management policies, and current compliance guidelines.
Provide courteous service while conducting transactions and uncovering client needs; perform teller transactions as needed and help greet and guide clients in the branch.
Travel as needed to accommodate temporary staffing needs, potentially 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 in the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan