Senior Relationship Banker - Indian Harbour Beach

Truist Bank • Satellite Beach, FL

8d

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 identifies financial solutions through consultative conversations and refers clients to other business partners when additional expertise or growth opportunities are appropriate. The banker may be cross-trained to perform teller duties as needed, including teller transactions.

The role requires advanced proficiency in routine client maintenance, problem resolution, and sales involving deposit, credit, convenience, and other products and services. The Senior Relationship Banker supports individual and branch service and sales goals, advises clients on consumer lending options, takes loan applications, and leads branch sales initiatives as an expert resource. The position also follows operational controls, procedures, and risk management policies, and participates in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training.

This is a regular position on the first shift. Weekend and/or extended hours may be required, and occasional travel or overnight stays may be included. The employee may need to travel to accommodate temporary staffing needs, including temporary assignment or locale changes. Eligible regular teammates working 20 or more hours per week may receive benefits, subject to applicable eligibility and plan terms.

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 applicable NMLS background check; must meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as required 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.

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 with 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, courteous client service while conducting transactions and identifying client needs.
• Develop, expand, and retain new and existing client relationships through consultative conversations.
• Handle routine client maintenance requests and resolve problems with advanced proficiency.
• Offer and sell deposit, credit, convenience, and other products and services to support individual and branch sales goals.
• Refer complex client needs and financial goals to internal specialists and support the team sales process.
• 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; remain informed of policy and procedure changes.
• Lead branch sales initiatives and act as an expert resource.
• Perform teller duties and transactions as needed.
• Travel as required to support temporary staffing needs, including temporary assignment or locale changes.

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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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