Relationship Banker/Senior Relationship Banker - Lane Avenue

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client relationship building","Problem resolution","Multitasking"]

Build and expand client relationships by delivering a consultative in-person and phone client service experience. Meet and exceed client service and individual/branch sales targets by recommending deposit, credit, convenience, and retirement solutions and advising on consumer lending options, including taking loan applications. Receive cross-training for teller duties as needed, follow internal controls and risk policies, and continue developing sales and product knowledge through ongoing training.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker/Senior Relationship Banker - Lane Avenue

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering a consultative in-person and phone client service experience. Meet and exceed client service and individual/branch sales targets by recommending deposit, credit, convenience, and retirement solutions and advising on consumer lending options, including taking loan applications. Receive cross-training for teller duties as needed, follow internal controls and risk policies, and continue developing sales and product knowledge through ongoing training.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone, developing and expanding new and existing client relationships.
  • •Offer deposit, credit, convenience, and other product/service solutions through consultative conversations to meet client service and sales targets.
  • •Conduct consultative conversations and support the team sales process by acting upon or referring more complex client needs to internal specialists.
  • •Cross-train as needed to perform required teller duties and support branch client engagement and transactions.
  • •Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:MedicalDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid 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.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and meeting ongoing regulatory requirements.
Experience:2+ yearsBankingConsumer lendingClient servicesCustomer relationship building
Education:High School
Skills:Interpersonal skillsCommunicationClient relationship buildingProblem resolutionMultitasking
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