Relationship Banker/Senior Relationship Banker - Houston Crossing

Truist Financial
Georgia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Client service","Communication","Interpersonal skills","Consultative selling","Multi-tasking"]

Provide an industry-leading client service experience in person and by phone, building and expanding relationships for consumer and small business clients. Use consultative conversations to identify financial needs, offer deposit and credit solutions, support the sales process, and refer complex needs to internal specialists. Cross-trained to perform teller duties as needed, while meeting individual and branch sales targets and adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker/Senior Relationship Banker - Houston Crossing

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Provide an industry-leading client service experience in person and by phone, building and expanding relationships for consumer and small business clients. Use consultative conversations to identify financial needs, offer deposit and credit solutions, support the sales process, and refer complex needs to internal specialists. Cross-trained to perform teller duties as needed, while meeting individual and branch sales targets and adhering to internal controls, operational procedures, and risk management policies.
Location: Georgia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance, problem resolution, and sales functions across deposit, credit, and other product/service lines.
  • •Meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining relationships.
  • •Support the team sales process through consultative conversations and act on or refer complex needs to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies; deliver consistent client service and handle teller duties as needed.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing and prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and meeting ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Skills:Client serviceCommunicationInterpersonal skillsConsultative sellingMulti-tasking
Licenses:SAFE compliantNMLS
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