Senior Relationship Banker (Sat Required) - Richmond North Area - Lee Davis

Truist Bank•Mechanicsville, VA

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 may be cross-trained to perform teller duties as needed. This position exercises advanced proficiency in client maintenance, problem resolution, and sales across deposit, credit, convenience, and other products and services. It contributes to individual and branch sales and client-service targets, supports the team sales process, and leads branch sales initiatives as an expert resource. The role also advises on consumer lending options, takes loan applications, follows operational and risk controls, and maintains product and sales knowledge through training.

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 and 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 travel 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 and resolve problems; perform advanced sales functions for 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.
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 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 of policy and procedure changes.
Lead sales initiatives within the branch and serve as an expert resource.
Provide professional, courteous client service while conducting transactions and identifying client needs.
Perform teller transactions and other duties as assigned.

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 by hire date and employment status
10 sick days, prorated
Paid holidays
Position and division dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
Additional incentive pay is available