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 tailored to client needs through consultative conversations and referrals to internal business partners for additional growth opportunities. The banker may be cross-trained to perform teller duties as needed, including teller transactions and helping clients navigate the branch. The position is regular and requires Saturday availability.

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.
  • Demonstrated 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 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 advanced sales functions involving 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 client relationships.
  • Conduct consultative conversations, address client needs, and refer complex needs or financial goals to internal specialists.
  • Participate in the established Truist Retail Community Bank Leadership Routines.
  • Advance product and sales knowledge by attending meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operating procedures, and risk management policies, and stay informed about policy and procedure changes.
  • Provide a consistent, courteous client-service experience while conducting transactions and identifying client needs.
  • Perform teller transactions as needed and help greet clients and guide them within 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 first-year vacation, 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.
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