Relationship Banker or Senior Relationship Banker - Little Neck

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 62,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client relationship management","Interpersonal communication","Problem resolution","Multitasking","Sales focus"]

Build and expand client relationships by delivering industry-leading service in person and over the phone. Provide consultative financial solutions, support teller duties as needed, and help meet client service and branch sales targets. Conduct client conversations, advise on consumer lending options, complete loan applications, and refer complex needs to internal specialists. Participate in retail community banking leadership routines, maintain compliance with risk and operational controls, and continuously improve sales and product knowledge.

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Truist Financial
Truist Financial
5 days ago

Relationship Banker or Senior Relationship Banker - Little Neck

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Source: Company careers pageValidated by: Fursa AI
Last checked: 45 minutes agoStatus: Live

Job Summary

Build and expand client relationships by delivering industry-leading service in person and over the phone. Provide consultative financial solutions, support teller duties as needed, and help meet client service and branch sales targets. Conduct client conversations, advise on consumer lending options, complete loan applications, and refer complex needs to internal specialists. Participate in retail community banking leadership routines, maintain compliance with risk and operational controls, and continuously improve sales and product knowledge.
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 by phone through maintaining and expanding client relationships.
  • •Offer products and services to meet or exceed client service and individual/branch sales targets.
  • •Conduct consultative conversations and act on or refer more complex client needs or financial goals to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance. (May include teller transactions.)
Travel: Medium travel

Pay and Benefits

Salary: USD 45,760 - 62,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

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) compliance within 30 days of employment, including meeting NMLS background check requirements and ongoing regulatory standards.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Client relationship managementInterpersonal communicationProblem resolutionMultitaskingSales focus
Languages:English
Tech Stack:Microsoft OfficeNMLS

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