Relationship Banker or Senior Relationship Banker Columbia or West Columbia Area

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client relationship building","Problem resolution","Multitasking"]

Provide exceptional client service in-person and by phone while building and expanding relationships for consumer and small business customers. Use consultative conversations to match clients with deposit, credit, convenience, and retirement solutions, and advise on consumer lending options by taking loan applications. Cross-train for teller duties, support sales targets, follow risk and compliance procedures, and continuously improve product and sales knowledge through training.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker or Senior Relationship Banker Columbia or West Columbia Area

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide exceptional client service in-person and by phone while building and expanding relationships for consumer and small business customers. Use consultative conversations to match clients with deposit, credit, convenience, and retirement solutions, and advise on consumer lending options by taking loan applications. Cross-train for teller duties, support sales targets, follow risk and compliance procedures, and continuously improve product and sales knowledge through training.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop and expand new and existing client relationships through consultative conversations in person and by phone.
  • •Meet or exceed client service and individual/branch sales targets by recommending products and services.
  • •Support the team sales process by acting on or referring more complex financial goals to internal specialists.
  • •Handle teller transactions and be cross-trained on required teller duties as needed.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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
  • •Demonstrated proficiency in Microsoft Office
Experience:BankingFinancial servicesClient service
Education:High School
Skills:Interpersonal skillsCommunicationClient relationship buildingProblem resolutionMultitasking
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