Senior Relationship Banker - Mt Zion

Truist Bank•Florence, KY

About The Position

Responsible for providing an industry-leading client service experience through developing and expanding new and existing client relationships. Provides financial solutions that meet client needs through consultative conversations and referrals to other business partners for additional business growth opportunities. The role is cross-trained to perform required teller duties as 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, including a desire to interact with clients and prospects.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including 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.
  • Ability to work weekends and/or extended hours.

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

  • Perform routine client maintenance, resolve problems, and conduct advanced sales activities involving 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 client relationships.
  • Support the team sales process through consultative conversations and by addressing or referring 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 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 serve as an expert resource.
  • Provide professional, courteous client service during transactions and identify client needs.
  • Perform teller transactions and other duties as assigned.
  • Travel to accommodate temporary staffing needs, including temporary assignment or locale changes; occasional travel and overnight stays may be required.

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 as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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