Relationship Banker/Senior Relationship Banker - Margaret Street

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Interpersonal communication","Problem-solving","Sales mindset","Multitasking"]

Provide an industry-leading client service experience in person and by phone while building and expanding relationships for consumer and small business customers. Conduct consultative conversations, recommend deposit, credit, and other product solutions, and refer complex needs to internal specialists. Cross-train to support teller duties as needed, follow internal controls and risk policies, and meet individual and branch sales targets through ongoing product and sales training.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker/Senior Relationship Banker - Margaret Street

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide an industry-leading client service experience in person and by phone while building and expanding relationships for consumer and small business customers. Conduct consultative conversations, recommend deposit, credit, and other product solutions, and refer complex needs to internal specialists. Cross-train to support teller duties as needed, follow internal controls and risk policies, and meet individual and branch sales targets through ongoing product and sales training.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone while developing, expanding, and retaining client relationships.
  • •Offer financial products and services based on consultative conversations, referrals, and branch sales targets.
  • •Support team sales by addressing client needs and referring more complex goals to internal specialists.
  • •Cross-train to perform required teller duties as needed, including teller transactions.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid 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 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 servicesConsumer lending
Education:High School
Skills:Client serviceInterpersonal communicationProblem-solvingSales mindsetMultitasking
Certifications:SAFE (Mortgage Licensing Act)NMLS background check
Languages:English
Tech Stack:Microsoft OfficeNMLS

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