Relationship Banker/Senior Relationship Banker - Cole & Fitzhugh (DeNovo)

Truist Financial
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Problem resolution","Multi-tasking","Customer service"]

Build and expand client relationships by providing consultative financial solutions in person and over the phone. Meet client service and sales targets through deposit, credit, and other product recommendations, including referrals to internal specialists for more complex needs. Cross-train to support teller duties as needed, advise on consumer lending, take loan applications, and follow risk, operational, and internal control requirements while participating in retail leadership routines.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker/Senior Relationship Banker - Cole & Fitzhugh (DeNovo)

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Last checked: 8 hours agoStatus: Live

Job Summary

Build and expand client relationships by providing consultative financial solutions in person and over the phone. Meet client service and sales targets through deposit, credit, and other product recommendations, including referrals to internal specialists for more complex needs. Cross-train to support teller duties as needed, advise on consumer lending, take loan applications, and follow risk, operational, and internal control requirements while participating in retail leadership routines.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone while expanding existing and new client relationships.
  • •Deliver consultative conversations to identify client needs and meet service and individual/branch sales targets for deposit, credit, and other products.
  • •Conduct consultative discussions and support the team sales process by acting on or referring more complex client needs or goals to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance, including supporting teller duties as needed.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/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) compliant within 30 days of employment, including meeting applicable NMLS background check standards.
Experience:2+ yearsBankingClient serviceFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationProblem resolutionMulti-taskingCustomer service
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