Senior Relationship Banker - Indian Harbour Beach

Truist Bank • Indian Harbour Beach, FL

10d

About The Position

The Senior Relationship Banker provides an industry-leading client service experience by developing and expanding new and existing client relationships. The role offers financial solutions tailored to client needs through consultative conversations and referrals to other business partners for additional growth opportunities. The banker is cross-trained to perform teller duties as needed.

The position handles client maintenance requests and problem resolution, supports branch and individual sales goals, advises on consumer lending options and accepts loan applications. It also leads branch sales initiatives, serves as an expert resource, follows operational controls and risk policies, and participates in Truist Retail Community Bank leadership routines and relevant training. The role is based in Indian Harbour Beach and is a regular position on the first shift.

Requirements

• High school diploma or equivalent education.
• Four 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 new or transfer of 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 as required 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.
• English language fluency is required.

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 with 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 and resolve problems, using advanced proficiency in sales functions involving deposit, credit, convenience, and other products and services.
• Help meet or exceed client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining client relationships.
• Conduct consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
• Participate in the established Truist Retail Community Bank Leadership Routines.
• Advance knowledge of sales techniques and products by attending sales, service, and product knowledge 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 to ensure compliance.
• Lead branch sales initiatives and act as an expert resource.
• Provide professional, courteous client service while conducting transactions and identifying client needs.
• Perform teller transactions and other duties as needed.

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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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