Relationship Banker or Senior Relationship Banker Chapin

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Interpersonal communication","Problem resolution","Multi-tasking"]

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business customers. Use consultative conversations to recommend appropriate deposit, credit, convenience, and retirement products, and refer more complex needs to internal specialists. Cross-train to support teller duties, meet service and sales targets, and follow controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker or Senior Relationship Banker Chapin

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business customers. Use consultative conversations to recommend appropriate deposit, credit, convenience, and retirement products, and refer more complex needs to internal specialists. Cross-train to support teller duties, meet service and sales targets, and follow 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

  • •Deliver advanced client maintenance requests, problem resolution, and sales functions for deposit, credit, convenience, and other product and service lines.
  • •Meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining client relationships.
  • •Conduct consultative conversations and support the team sales process by acting on or referring more complex client needs or goals.
  • •Advance individual sales and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
  • •Adhere to internal controls, operational procedures, and risk management policies while ensuring a consistent client service experience, including greeting and guiding clients and supporting teller transactions as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kDisability

Key Requirements

  • •High school diploma (or equivalent).
  • •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 ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Client serviceInterpersonal communicationProblem resolutionMulti-tasking
Licenses: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