Relationship Banker or Senior Relationship Banker Columbia or West Columbia Area

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Consultative approach","Customer focus"]

Build and expand client relationships by delivering industry-leading service in person and by phone. Use consultative conversations to recommend deposit, credit, convenience, and retirement solutions, refer more complex needs to internal specialists, and support teller duties as needed. Meet individual and branch sales and service targets while strengthening product knowledge through training and routines, maintaining compliance with internal controls, operational procedures, and risk policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Columbia or West Columbia Area

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering industry-leading service in person and by phone. Use consultative conversations to recommend deposit, credit, convenience, and retirement solutions, refer more complex needs to internal specialists, and support teller duties as needed. Meet individual and branch sales and service targets while strengthening product knowledge through training and routines, maintaining compliance with internal controls, operational procedures, and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone while developing and expanding client relationships.
  • •Recommend financial solutions that meet client needs based on consultative conversations and product/service knowledge.
  • •Support the team sales process by conducting consultative conversations and acting on or referring complex client needs or goals.
  • •Perform required teller duties as needed, including routine teller transactions.
  • •Maintain compliance with internal controls, operational procedures, and risk management policies while staying current on policy and procedure changes.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing and prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
  • •Proficiency with basic computer applications such as Microsoft Office.
Experience:BankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingConsultative approachCustomer focus
Certifications:NMLSSAFE compliance
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn