Relationship Banker / Sr. Relationship Banker - Westchase - Saturdays required

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Relationship building","Problem resolution","Multitasking","Customer service"]

Build and grow client relationships through consultative conversations in person and by phone. Provide financial solutions and resolve client maintenance needs while helping meet client service and individual/branch sales targets. Support the team sales process by sourcing prospects and referring more complex needs to specialists. Cross-trained for teller duties as needed, participating in retail community leadership routines and ongoing product and sales training to ensure compliant, risk-aware service.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 day ago

Relationship Banker / Sr. Relationship Banker - Westchase - Saturdays required

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build and grow client relationships through consultative conversations in person and by phone. Provide financial solutions and resolve client maintenance needs while helping meet client service and individual/branch sales targets. Support the team sales process by sourcing prospects and referring more complex needs to specialists. Cross-trained for teller duties as needed, participating in retail community leadership routines and ongoing product and sales training to ensure compliant, risk-aware service.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Sr. Director level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and by phone while developing and expanding new and existing client relationships.
  • •Offer financial solutions based on consultative conversations and referrals to other internal partners for growth opportunities.
  • •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 action/referrals for more complex client needs or financial goals.
  • •Adhere to internal controls, operational procedures, and risk management policies, including staying current on policy and procedure changes; cross-trained for teller duties as needed.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building relationships.
  • •Excellent interpersonal and communication skills, with a desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications such as Microsoft Office.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal communicationRelationship buildingProblem resolutionMultitaskingCustomer service
Licenses:SAFE (Mortgage Licensing Act) 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