Relationship Banker- Dixie Valley

Truist Bank•Louisville, KY

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 for additional growth opportunities. The banker is cross-trained to perform teller duties as needed, including teller transactions and helping clients navigate the branch. The position supports individual and branch sales goals, handles routine client maintenance and problem resolution, advises on consumer lending options, and takes loan applications. The banker follows operational procedures and risk policies, keeps current with policy changes, and develops sales and product knowledge through meetings and training. The position requires English fluency, a first-shift schedule, and the ability to work weekends or extended hours and travel when 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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • SAFE (Mortgage Licensing Act) compliance within 30 days of employment in the role, including required registration and applicable NMLS background check; must meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as required to accommodate temporary staffing needs.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
  • English fluency.

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

  • Provide client service in person and over the phone while developing and expanding client relationships.
  • Handle routine client maintenance requests, resolve problems, and perform sales activities 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 address or refer complex client needs and financial goals to internal specialists.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Develop sales techniques and product knowledge by attending meetings and training, including web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes.
  • Engage clients in courteous conversation during transactions, uncover client needs, and help greet and guide clients in the branch.
  • Perform teller transactions and other teller duties as needed.
  • Travel to accommodate temporary staffing needs, including temporary assignment or locale changes, as required.

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 as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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