Senior Relationship Banker - Mobile Area

Truist Bank • Mobile, AL

2d

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 is cross-trained to perform teller duties as needed, including transactions.

The position handles advanced client maintenance requests, problem resolution, and sales functions across deposit, credit, convenience, and other product and service lines. It contributes to individual and branch client-service and sales targets, supports the team sales process, and advises on consumer lending options and loan applications. The banker also leads branch sales initiatives, serves as an expert resource, follows operational and risk policies, and pursues ongoing product and sales knowledge.

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.
• SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including applicable registration and NMLS background check requirements; continued compliance with regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as required 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 advanced sales functions 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 relationships.
• Conduct consultative conversations and act on or refer 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; stay informed of policy and procedure changes.
• Lead sales initiatives within the branch and serve as an expert resource.
• Provide professional, courteous client service during transactions and identify client needs.
• Perform teller duties and transactions 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 the position and division, eligibility may include 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