Relationship Banker / Senior Relationship Banker - San Antonio Medical Center

Truist Financial
San Antonio
Workplace: OnsiteFull timeFunction: Healthcare (Clinical, Medical, Wellness)Experience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client relationship building","Multi-tasking","Sales focus"]

Provide an industry-leading client experience by expanding and maintaining relationships through consultative conversations and referrals. Deliver deposit, credit, convenience, and other financial solutions, and contribute to meeting client service and branch sales targets. Participate in retail community bank leadership routines, advance product and sales knowledge, advise on consumer lending and take loan applications, and ensure adherence to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker / Senior Relationship Banker - San Antonio Medical Center

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 minutes agoStatus: Live

Job Summary

Provide an industry-leading client experience by expanding and maintaining relationships through consultative conversations and referrals. Deliver deposit, credit, convenience, and other financial solutions, and contribute to meeting client service and branch sales targets. Participate in retail community bank leadership routines, advance product and sales knowledge, advise on consumer lending and take loan applications, and ensure adherence to internal controls, operational procedures, and risk management policies.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Healthcare (Clinical, Medical, Wellness)
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and by phone to develop and expand new and existing client relationships.
  • •Offer financial solutions based on consultative conversations and refer to other business partners for additional opportunities.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets by developing, expanding, and retaining relationships.
  • •Support the team sales process by conducting consultative conversations and handling or referring more complex client needs.
  • •Advise on consumer lending options and take loan applications, while adhering to internal controls, operational procedures, and risk management policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

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 NMLS background check and meeting applicable regulatory requirements.
Experience:2+ yearsBankingConsumer lendingClient services
Education:High School
Skills:Interpersonal skillsCommunicationClient relationship buildingMulti-taskingSales focus
Licenses:SAFE
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