Relationship Banker or Senior Relationship Banker - Bailey's Crossroads

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 68,500 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Customer service orientation","Problem resolution"]

Provide an industry-leading client service experience in-person and by phone while building and expanding client relationships. Conduct consultative conversations to recommend and sell deposit, credit, convenience, and other product and service lines, supporting both individual and branch sales targets. Be cross-trained for required teller duties and advise on consumer lending by taking loan applications. Maintain compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 hour ago

Relationship Banker or Senior Relationship Banker - Bailey's Crossroads

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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 client relationships. Conduct consultative conversations to recommend and sell deposit, credit, convenience, and other product and service lines, supporting both individual and branch sales targets. Be cross-trained for required teller duties and advise on consumer lending by taking loan applications. Maintain compliance with internal controls, operational procedures, and risk management policies.
Location: United States
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 and expanding new and existing client relationships
  • •Recommend financial solutions based on consultative conversations and referrals, focusing on deposit, credit, convenience, and other product and service lines
  • •Support the team sales process by conducting consultative conversations and referring more complex needs to internal specialists
  • •Advise on consumer lending options and take loan applications
  • •Follow internal controls, operational procedures, and risk management policies while staying current on policy and procedure changes
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 68,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPensionEquity

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
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including NMLS background check requirements
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingCustomer service orientationProblem resolution
Licenses:SAFE (Mortgage Licensing Act) compliant within 30 daysNMLS
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