Relationship Banker- Beckley

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Interpersonal skills","Communication","Sales","Problem resolution","Multitasking"]

Build and expand client relationships by delivering consultative financial solutions in person and over the phone. Meet client service and individual/branch sales targets through deposit, credit, convenience, and other product recommendations, including acting on or referring more complex needs. Cross-train for required teller duties, support retail leadership routines, and continue developing sales and product knowledge. Ensure compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker- Beckley

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering consultative financial solutions in person and over the phone. Meet client service and individual/branch sales targets through deposit, credit, convenience, and other product recommendations, including acting on or referring more complex needs. Cross-train for required teller duties, support retail leadership routines, and continue developing sales and product knowledge. Ensure compliance with internal controls, operational procedures, and risk management policies.
Location: United States
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.
  • •Deliver financial solutions based on consultative conversations and referrals to other business partners for growth opportunities.
  • •Support the team sales process through consultative conversations and recommending or referring more complex client needs.
  • •Cross-train to perform required teller duties as needed while ensuring consistent client service during transactions.
  • •Adhere to internal controls, operational procedures, and risk management policies to stay compliant with current guidelines.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:BankingFinancial services
Education:Bachelor's
Skills:Interpersonal skillsCommunicationSalesProblem resolutionMultitasking
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS
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