Relationship Banker/Senior Relationship Banker - Florida State University

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Consultative selling","Multi-tasking","Customer focus"]

Provide in-person and phone client service while building and expanding relationships to meet client service and branch sales targets. Deliver consultative conversations to recommend deposit, credit, and retirement solutions, refer complex needs to specialists, and support teller activities through cross-training. Maintain compliance with internal controls, operational procedures, and risk management policies, and continuously improve product, sales, and service knowledge through training.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker/Senior Relationship Banker - Florida State University

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Provide in-person and phone client service while building and expanding relationships to meet client service and branch sales targets. Deliver consultative conversations to recommend deposit, credit, and retirement solutions, refer complex needs to specialists, and support teller activities through cross-training. Maintain compliance with internal controls, operational procedures, and risk management policies, and continuously improve product, sales, and service knowledge through training.
Location: Florida
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, developing and expanding client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering deposit, credit, convenience, and other product/service lines.
  • •Conduct consultative conversations and act on or refer more complex client needs or financial goals to internal specialists.
  • •Cross-train to perform required teller duties as needed and ensure a consistent service experience during transactions.
  • •Advise on consumer lending options, take loan applications, and comply with internal controls, operational procedures, and risk management policies.
Travel: Medium travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

Key Requirements

  • •High school diploma (or equivalent) and 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 basic computer applications, such as Microsoft Office.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:BankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationConsultative sellingMulti-taskingCustomer focus
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