Relationship Banker/Senior Relationship Banker - Tallahassee Financial Center

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: associatesSkills: ["Client service","Interpersonal communication","Problem resolution","Multitasking","Compliance"]

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business clients. Conduct consultative conversations to meet service and individual/branch sales targets, support team sales processes, and refer complex needs to specialists. Be cross-trained for required teller duties, advise on consumer lending options, and maintain compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker/Senior Relationship Banker - Tallahassee Financial Center

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business clients. Conduct consultative conversations to meet service and individual/branch sales targets, support team sales processes, and refer complex needs to specialists. Be cross-trained for required teller duties, advise on consumer lending options, and maintain compliance with internal controls, operational procedures, and risk management policies.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver client service in person and on the phone by developing and expanding new and existing client relationships.
  • •Provide financial solutions through consultative conversations and referrals to other business partners.
  • •Contribute to meeting/exceeding client service and individual/branch sales targets with a relationship-focused approach.
  • •Support team sales process and handle more complex client needs by acting upon or referring them to internal specialists.
  • •Ensure compliance with internal controls, operational procedures, and risk management policies, including teller transactions as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysLife InsuranceDisability

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 with a desire to interact with clients and prospects.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including meeting applicable NMLS background check requirements.
Education:Associate's
Skills:Client serviceInterpersonal communicationProblem resolutionMultitaskingCompliance
Certifications: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