Relationship Banker or Senior Relationship Banker Mt Pleasant, Charleston or Summerville Area

Truist Financial
Charleston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Interpersonal communication","Problem resolution","Consultative selling","Multi-tasking","Customer focus"]

Build and expand client relationships by delivering consultative financial guidance both in person and by phone. Handle routine client maintenance requests, resolve problems, and support sales of deposit, credit, and other product lines. Partner with internal specialists for complex needs, take loan applications, and cross-train to perform teller duties as required. Participate in Retail Community Bank leadership routines, stay current on policies and compliance, and meet service and sales targets.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Mt Pleasant, Charleston or Summerville Area

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Last checked: 10 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering consultative financial guidance both in person and by phone. Handle routine client maintenance requests, resolve problems, and support sales of deposit, credit, and other product lines. Partner with internal specialists for complex needs, take loan applications, and cross-train to perform teller duties as required. Participate in Retail Community Bank leadership routines, stay current on policies and compliance, and meet service and sales targets.
Location: Charleston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone by developing and expanding client relationships.
  • •Offer products and services to help meet client service and individual/branch sales targets, with a focus on retention and growth.
  • •Conduct consultative conversations and either act on needs or refer more complex financial goals to internal specialists.
  • •Advance knowledge of sales techniques and product knowledge by attending meetings, training classes, and web-based learning.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance, including potential teller transactions as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing and prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills, with a desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office.
Experience:2+ years
Education:Bachelor's
Skills:Interpersonal communicationProblem resolutionConsultative sellingMulti-taskingCustomer focus
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS background check
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