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About The Position

The Relationship Banker or Senior Relationship Banker provides an industry-leading client service experience in person and by phone 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 employee is cross-trained to perform teller duties as needed. The position develops proficiency in client maintenance, problem resolution, and sales across deposit, credit, convenience, and other products and services. It supports individual and branch sales and service targets, participates in Truist Retail Community Bank Leadership Routines, and builds product and sales knowledge through meetings and training. The banker advises on consumer lending options and takes loan applications, follows operational controls and risk policies, and provides consistent service while conducting transactions, identifying client needs, greeting clients, and helping them navigate the branch. Saturday work is required.

Requirements

  • High school diploma or equivalent education.
  • At least 2 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.
  • Achieve SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including required registration and applicable NMLS background check; 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’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 and resolve problems; perform sales functions for deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining client relationships.
  • Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in all components of Truist Retail Community Bank Leadership Routines.
  • Build 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, operating procedures, and risk-management policies; stay current on policy and procedure changes.
  • Engage clients courteously, conduct transactions, identify needs, handle teller transactions as needed, greet clients, and help them navigate the branch.

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
  • Position/division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

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