Relationship Banker- Charlestown Crossing

Truist Bank • New Albany, IN

8d

About The Position

The Relationship Banker provides an industry-leading client service experience in person and over the 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 position handles 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 targets, supports the team sales process, advises on consumer lending options, and takes loan applications. The banker follows operational controls, procedures, and risk policies, while maintaining current knowledge of applicable guidelines. Regular client interactions may include teller transactions, greeting clients, and helping them navigate the branch.

The role requires a high school diploma or equivalent and two years of client sales and service experience. SAFE (Mortgage Licensing Act) compliance, including applicable registration and background-check requirements, must be achieved within 30 days of employment. The position may require weekend or extended hours, travel to meet temporary staffing needs, and occasional overnight travel. Eligible regular employees working at least 20 hours per week may receive benefits, with specific eligibility and plans depending on the position and division.

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.
• Demonstrated 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; ongoing regulatory requirements also apply.
• Ability to multitask under time constraints.
• Ability to travel as needed for 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 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 by phone, building and expanding new and existing relationships.
• Handle client maintenance requests, resolve problems, and perform sales activities related to deposit, credit, convenience, and other products and services.
• Contribute to individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining relationships.
• Conduct consultative conversations and meet client needs directly or refer more complex needs and financial goals to internal specialists.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance product and sales 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, and stay informed of policy and procedure changes.
• Engage clients courteously, uncover needs, perform teller transactions as needed, greet clients, and help them navigate the branch.
• Travel as needed to accommodate temporary staffing needs.

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 according to 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

What This Job Offers

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