Senior Relationship Banker - Viera

Truist Bank • Melbourne, FL

26d

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 tailored to client needs through consultative conversations and referrals to other business partners, and is cross-trained to perform teller duties as needed. The banker handles client maintenance and problem resolution, supports branch and individual sales goals, advises on consumer lending options and accepts loan applications, and serves as an expert resource for branch sales initiatives. The role requires adherence to operational procedures, internal controls, and risk management policies, along with ongoing product and sales training. The position is regular and requires English fluency. It is assigned to first shift.

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 and applicable NMLS background check; must meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
• Ability to travel to accommodate temporary staffing needs.
• 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

• Handle routine client maintenance requests, resolve problems, and perform advanced sales functions involving 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 client relationships.
• Conduct consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
• Participate in all components of Truist Retail Community Bank Leadership Routines.
• Advance sales technique 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 about policy and procedure changes.
• Lead branch sales initiatives and act as an expert resource.
• Provide professional, courteous client service during transactions and identify client needs.
• Perform teller transactions and other duties as assigned.
• Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

Benefits

• Medical, dental, and vision insurance.
• Life and 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, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED