Relationship Banker/Senior Relationship Banker - Colony Square

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Interpersonal skills","Client relationship building","Multi-tasking","Sales focus"]

Build and expand client relationships by delivering in-person and phone-based service and offering deposit, credit, and other financial solutions. Conduct consultative conversations to meet client service and branch sales targets, refer complex needs to internal specialists, and advise on consumer lending options by taking loan applications. Cross-train for teller duties as needed, follow risk and compliance procedures, and continuously improve sales, service, and product knowledge.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker/Senior Relationship Banker - Colony Square

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

Job Summary

Build and expand client relationships by delivering in-person and phone-based service and offering deposit, credit, and other financial solutions. Conduct consultative conversations to meet client service and branch sales targets, refer complex needs to internal specialists, and advise on consumer lending options by taking loan applications. Cross-train for teller duties as needed, follow risk and compliance procedures, and continuously improve sales, service, and product knowledge.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships
  • •Offer deposit, credit, convenience, and other product/service lines based on consultative conversations
  • •Support the team sales process through consultative conversations and referring complex needs to internal specialists
  • •Advance knowledge of sales techniques and product knowledge via meetings, training classes, and web-based learning
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance; perform teller duties as needed
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid LeaveSick Days

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
  • •SAFE (Mortgage Licensing Act) compliance within 30 days, including NMLS background check and meeting ongoing regulatory requirements
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:CommunicationInterpersonal skillsClient relationship buildingMulti-taskingSales focus
Licenses:SAFE (Mortgage Licensing Act)NMLS background check
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