Senior Relationship Banker - Indian Harbour Beach
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. The position requires advanced proficiency with routine client maintenance, problem resolution, and sales across deposit, credit, convenience, and other products and services. The Senior Relationship Banker helps meet 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 as an expert resource. The role also involves participating in Truist Retail Community Bank Leadership Routines, developing sales and product knowledge through meetings and training, and following operational, compliance, and risk-management procedures. This is a regular position requiring English fluency. The listed work shift is 1st shift. The role may require weekend or extended hours, occasional travel and overnights, and travel or temporary location changes to meet staffing needs.
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 an 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 needed to accommodate temporary staffing needs, including temporary assignment or locale changes.
- Ability to work weekends and/or extended hours; occasional travel and overnights may be included.
- English fluency.
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
- Provide professional client service and a consistent experience through courteous conversations, transactions, and identification of client needs.
- Handle routine client maintenance requests, resolve problems, and perform advanced sales functions for deposit, credit, convenience, and other product and service lines.
- Help meet or exceed client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining relationships.
- Conduct consultative conversations and act on 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 knowledge of sales techniques and products 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 about changes to policies and procedures.
- Lead sales initiatives within the branch and serve as an expert resource.
- 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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
