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 when they may benefit from additional services. The banker is cross-trained to perform teller duties as needed. This position exercises advanced proficiency in client maintenance, problem resolution, and sales across deposit, credit, convenience, and other product and service lines. It supports branch service and sales goals, leads branch sales initiatives, and serves as an expert resource. The banker also advises clients on consumer lending options and takes loan applications while following operational controls, procedures, and risk management policies. The position requires English fluency, first-shift work, and availability to work Saturdays, weekends and/or extended hours. Travel may be required for temporary staffing needs, with occasional travel and overnight stays possible.

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 required registration or transfer of registration and applicable NMLS background check; must also meet ongoing regulatory requirements.
  • 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.
  • English fluency.

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 and resolve problems, using advanced knowledge of 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 address or refer more complex client needs and financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance sales techniques and product 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 about policy and procedure changes.
  • Lead branch sales initiatives and act as an expert resource.
  • Provide professional, courteous service while conducting transactions and 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, 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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