Relationship Banker or Senior Relationship Banker - Charles City

Truist Financial
Virginia
Workplace: OnsiteFull timeUSD 45,760 - 62,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Customer service"]

Provide in-person and phone client service to build and expand relationships and deliver financial solutions through consultative conversations. Support retail community bank sales targets by recommending deposit, credit, convenience, and other products, and referring more complex needs to specialists. Cross-train to perform teller duties, process client transactions while ensuring a consistent service experience, and take loan applications for consumer lending options while adhering to controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker or Senior Relationship Banker - Charles City

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

Job Summary

Provide in-person and phone client service to build and expand relationships and deliver financial solutions through consultative conversations. Support retail community bank sales targets by recommending deposit, credit, convenience, and other products, and referring more complex needs to specialists. Cross-train to perform teller duties, process client transactions while ensuring a consistent service experience, and take loan applications for consumer lending options while adhering to controls, operational procedures, and risk management policies.
Location: Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and on the phone to develop and expand new and existing client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services focused on growing and retaining relationships.
  • •Conduct consultative conversations and support the team sales process; act on or refer more complex client needs and financial goals to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies; ensure a consistent service experience during transactions, including teller duties as needed.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 62,000 annually
Perks:Health InsuranceDentalVisionLife Insurance401k

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 and desire to interact with clients and prospects
  • •Demonstrated proficiency in basic computer applications such as Microsoft Office
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingCustomer service
Certifications:SAFE complianceNMLS 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