Relationship Banker / Senior Relationship Banker - Butler Road

Truist Bank • Mauldin, SC

5d

About The Position

The Relationship Banker is responsible for providing an industry-leading client service experience in person and by phone, developing and expanding new and existing client relationships, and offering financial solutions based on consultative conversations. The role includes making referrals to internal business partners to address additional client needs and support business growth. The banker is cross-trained to perform teller duties as needed, including transactions and assisting clients as they navigate the branch.

The position requires advanced proficiency in routine client maintenance, problem resolution, and sales of deposit, credit, convenience, and other products and services. The banker contributes to individual and branch client-service and sales targets, advises clients on consumer lending options and accepts loan applications, and follows internal controls, operating procedures, risk-management policies, and applicable regulatory requirements. The role also involves participating in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training.

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 required registration and applicable NMLS background check; must also 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 overnights 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 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.
• 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 policies and procedures.
• Provide a consistent, courteous client experience during transactions, uncover client needs, handle teller transactions as needed, and help clients navigate the branch.

Benefits

• Medical, dental, and vision insurance.
• Life and 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 role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED