Relationship Banker / Senior Relationship Banker - St Matthews Main

Truist • Saint Matthews, SC

2d

About The Position

Provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. Offers financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed. The position is regular and requires English fluency.

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, including a desire to interact with clients and prospects.
• Proficiency in basic computer applications such as Microsoft Office.
• Must meet SAFE (Mortgage Licensing Act) requirements within 30 days of employment, including applicable registration and NMLS background-check standards, and 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.
• Ability to travel as required for temporary staffing needs.

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 related to deposit, credit, convenience, and other products and services.
• Contribute to client service and individual and branch sales targets by offering products and services focused on developing, expanding, and retaining 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.
• Build 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; stay informed of policy and procedure changes.
• Provide a consistent client service experience, conduct transactions, identify client needs, handle teller transactions as needed, and help clients navigate the branch.
• Travel as needed to accommodate temporary staffing needs, which may include temporary assignment or locale changes.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance, and 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 during the first year, prorated.
• Paid holidays.
• Depending on position and division, may 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