Relationship Banker or Senior Relationship Banker - Lewis Gale

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 58,500 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Client service","Multi-tasking","Compliance mindset"]

Provide in-person and phone client service while building and expanding new and existing customer relationships. Use consultative conversations to recommend deposit, credit, convenience, and other product and service lines, supporting branch and individual sales targets. Handle required teller duties when needed, take loan applications, and advise on consumer lending options. Maintain compliance with internal controls, operational procedures, and risk management policies, including SAFE/Mortgage Licensing requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 hour ago

Relationship Banker or Senior Relationship Banker - Lewis Gale

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide in-person and phone client service while building and expanding new and existing customer relationships. Use consultative conversations to recommend deposit, credit, convenience, and other product and service lines, supporting branch and individual sales targets. Handle required teller duties when needed, take loan applications, and advise on consumer lending options. Maintain compliance with internal controls, operational procedures, and risk management policies, including SAFE/Mortgage Licensing requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone while developing and expanding client relationships.
  • •Offer financial products and services aligned to client needs to meet client service and sales targets.
  • •Conduct consultative conversations and act on or refer more complex client needs to internal specialists.
  • •Cross-train to perform required teller duties as needed, including teller transactions.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls and risk management policies.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 58,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionRsus

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.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check requirements.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsClient serviceMulti-taskingCompliance mindset
Licenses:SAFE (Mortgage Licensing Act)NMLS
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