Relationship Banker / Senior Relationship Banker - Blanco & 410

Truist Financial
San Antonio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Consultative conversations","Customer service","Multitasking"]

Build and expand client relationships by providing in-person and phone service and delivering consultative financial solutions across deposit, credit, and related products. Meet client service and individual/branch sales targets, support a sales process through discovery conversations, and refer more complex needs to specialists. Cross-trained for teller duties and loan applications, while maintaining compliance with internal controls, risk policies, and mortgage licensing requirements.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker / Senior Relationship Banker - Blanco & 410

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Build and expand client relationships by providing in-person and phone service and delivering consultative financial solutions across deposit, credit, and related products. Meet client service and individual/branch sales targets, support a sales process through discovery conversations, and refer more complex needs to specialists. Cross-trained for teller duties and loan applications, while maintaining compliance with internal controls, risk policies, and mortgage licensing requirements.
Location: San Antonio
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone, maintaining client relationships and resolving client maintenance requests.
  • •Meet client service and individual/branch sales targets by offering deposit, credit, convenience, and other financial products.
  • •Conduct consultative conversations and act on or refer more complex client needs and financial goals to internal specialists.
  • •Advise on consumer lending options, take loan applications, and support teller duties as needed.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance with current guidelines.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

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 ongoing regulatory requirements.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationConsultative conversationsCustomer serviceMultitasking
Certifications:SAFE (Mortgage Licensing Act)NMLS
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