About The Position

The Senior Relationship Banker provides an industry-leading client service experience by developing and expanding new and existing client relationships. Through consultative conversations, the banker identifies client needs, offers appropriate financial solutions, and refers clients to other business partners for additional opportunities. The role includes advising on consumer lending options, taking loan applications, leading branch sales initiatives, and serving as an expert resource. The banker will also be cross-trained to perform teller duties as needed. This position supports individual and branch service and sales goals, participates in Truist Retail Community Bank Leadership Routines, and maintains current product and sales knowledge through meetings and training. The role requires adherence to operational controls, risk-management policies, and regulatory requirements. Weekend and/or extended hours may be required, and travel—including occasional overnights or temporary assignments—may be needed.

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 and 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 applicable registration and NMLS background check requirements, and meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as required to accommodate temporary staffing needs, including temporary assignments or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnights 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 advanced client support for routine maintenance requests and problem resolution, and perform advanced sales functions related to 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, address client needs, and refer complex needs or financial goals to internal specialists.
  • Participate in all components of Truist Retail Community Bank Leadership Routines.
  • Develop sales techniques and product knowledge through sales, service, and product 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 about policy and procedure changes.
  • Lead sales initiatives within the branch and act as an expert resource.
  • Provide professional, courteous client service during transactions while identifying client needs.
  • Perform teller transactions and other teller 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, eligibility may include a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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