Relationship Banker/SR - 17th and Alton ***Some Saturday Required***

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Interpersonal communication","Customer service","Consultative selling","Multitasking","Compliance orientation"]

Provide in-person and phone client service by building and expanding relationships and delivering tailored financial solutions through consultative conversations and referrals. Cross-train to support teller duties as needed while helping achieve client service and branch sales targets. Advise on consumer lending options, take loan applications, and maintain compliance with internal controls, operational procedures, and risk management policies. Attend sales/service/product training to strengthen product knowledge.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker/SR - 17th and Alton ***Some Saturday Required***

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Provide in-person and phone client service by building and expanding relationships and delivering tailored financial solutions through consultative conversations and referrals. Cross-train to support teller duties as needed while helping achieve client service and branch sales targets. Advise on consumer lending options, take loan applications, and maintain compliance with internal controls, operational procedures, and risk management policies. Attend sales/service/product training to strengthen product knowledge.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver industry-leading client service in person and on the phone by developing and expanding client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering deposit, credit, convenience, and other products focused on retention and growth.
  • •Support the team sales process through consultative conversations and by acting on or referring complex client needs to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveDisability Insurance

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including NMLS background check and meeting ongoing regulatory requirements.
Experience:2+ yearsBanking
Education:Bachelor's
Skills:Interpersonal communicationCustomer serviceConsultative sellingMultitaskingCompliance orientation
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