Relationship Banker/SR - Collier County - Lely

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

Provide industry-leading client service by building and expanding new and existing banking relationships in person and by phone. Recommend deposit, credit, and other financial solutions through consultative conversations, and refer more complex needs to internal specialists. Support branch and individual sales targets, cross-train for teller duties as needed, and continuously grow product and sales knowledge through training.

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Truist Financial
Truist Financial
3 days ago

Relationship Banker/SR - Collier County - Lely

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide industry-leading client service by building and expanding new and existing banking relationships in person and by phone. Recommend deposit, credit, and other financial solutions through consultative conversations, and refer more complex needs to internal specialists. Support branch and individual sales targets, cross-train for teller duties as needed, and continuously grow product and sales knowledge through training.
Location: Naples
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver client service in person and on the phone by maintaining existing relationships and solving client issues.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services to develop and retain relationships.
  • •Conduct consultative conversations and act on or refer complex client needs and financial goals to 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.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including required NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Client serviceCommunicationInterpersonal skillsMultitaskingProblem resolution
Licenses:NMLS registration
Certifications:SAFE (Mortgage Licensing Act)NMLS 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