Senior Relationship Banker - Daniel Island

Truist Bank•Daniel Island, SC

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 based on consultative conversations and refers clients to other business partners for additional growth opportunities. The banker may be cross-trained to perform teller duties as needed. The position handles routine client maintenance, problem resolution, and sales across 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, and leads branch sales initiatives. The role also participates in Truist Retail Community Bank Leadership Routines, builds product and sales knowledge through training, and follows internal controls, operating procedures, and risk management policies.

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 transferred 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 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 sales functions related to 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 all components of the established Truist Retail Community Bank Leadership Routines.
Advance sales techniques and product knowledge by attending 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.
Lead branch sales initiatives and act as an expert resource.
Provide courteous, professional client service while conducting transactions and identifying client needs.
Perform teller duties as needed, including transactions.
Travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.

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
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division