Relationship Banker/Senior Relationship Banker - Bank Street

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Multi-tasking","Client service orientation","Professional communication"]

Build and expand client relationships by delivering in-person and phone client service and providing financial solutions through consultative conversations. Cross-train to support teller duties as needed, meet client service and individual/branch sales targets, and refer more complex needs to internal specialists. Advance sales and product knowledge through training, advise on consumer lending and loan applications, and follow internal controls, operational procedures, and risk management policies to ensure compliance.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker/Senior Relationship Banker - Bank Street

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 minutes agoStatus: Live

Job Summary

Build and expand client relationships by delivering in-person and phone client service and providing financial solutions through consultative conversations. Cross-train to support teller duties as needed, meet client service and individual/branch sales targets, and refer more complex needs to internal specialists. Advance sales and product knowledge through training, advise on consumer lending and loan applications, and follow internal controls, operational procedures, and risk management policies to ensure compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance request support, problem resolution, and sales functions for deposit, credit, convenience, and other products and services.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services to develop, expand, and retain relationships.
  • •Conduct consultative conversations, support the team sales process, and act on or refer more complex client needs and financial goals to internal specialists.
  • •Advance sales, service, and product knowledge by attending meetings, training classes, and web-based learning.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies to maintain compliance.
Travel: Medium 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 and 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.
Experience:2+ years
Education:High School
Skills:Interpersonal communicationMulti-taskingClient service orientationProfessional communication
Certifications: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