Relationship Banker or Senior Relationship Banker - Raeford

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: associatesSkills: ["Client relationship building","Interpersonal communication","Problem resolution","Multitasking","Customer-focused service"]

Build and expand client relationships by delivering an industry-leading service experience in person and on the phone. Provide consultative financial solutions for deposit, credit, and other product lines, support client maintenance and problem resolution, and contribute to meeting branch and individual sales targets. Cross-train for teller duties, advise on consumer lending options, take loan applications, and maintain compliance with internal controls, risk policies, and SAFE/NMLS requirements.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker or Senior Relationship Banker - Raeford

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering an industry-leading service experience in person and on the phone. Provide consultative financial solutions for deposit, credit, and other product lines, support client maintenance and problem resolution, and contribute to meeting branch and individual sales targets. Cross-train for teller duties, advise on consumer lending options, take loan applications, and maintain compliance with internal controls, risk policies, and SAFE/NMLS requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver an industry-leading client service experience in person and on the phone while expanding existing and developing new client relationships.
  • •Provide financial solutions based on consultative conversations and refer clients to internal specialists for additional growth opportunities.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets by offering deposit, credit, convenience, and other products and services.
  • •Conduct consultative conversations as part of the team sales process and advise on consumer lending options, including taking loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies while ensuring compliance through ongoing training and learning.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysDisability Insurance

Key Requirements

  • •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
  • •High school diploma or equivalent education
  • •SAFE (Mortgage Licensing Act) compliant within 30 days, including NMLS background check and ongoing regulatory requirements
Experience:2+ yearsBankingFinancial servicesConsumer lending
Education:Associate's
Skills:Client relationship buildingInterpersonal communicationProblem resolutionMultitaskingCustomer-focused service
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