Relationship Banker or Senior Relationship Banker (Saturday Required) - Westwood

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multi-tasking","Customer service orientation","Compliance mindset"]

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business customers. Offer financial solutions through consultative conversations, meet individual and branch sales targets, and support referrals to internal specialists. Cross-train to perform required teller duties, lead retail leadership routines, and apply strong product knowledge. Advise on consumer lending options, complete loan applications, and maintain compliance with internal controls and risk policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker (Saturday Required) - Westwood

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 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. Offer financial solutions through consultative conversations, meet individual and branch sales targets, and support referrals to internal specialists. Cross-train to perform required teller duties, lead retail leadership routines, and apply strong product knowledge. Advise on consumer lending options, complete loan applications, and maintain compliance with internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone while developing and expanding client relationships.
  • •Offer products and services that meet client needs and help meet service and sales targets.
  • •Conduct consultative conversations and refer more complex needs or goals to internal specialists.
  • •Cross-train to perform required teller duties as needed, including transaction support and client greeting/navigation in-branch.
  • •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 InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Sourcing/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, plus ongoing regulatory requirements.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsMulti-taskingCustomer service orientationCompliance mindset
Licenses:NMLS (Mortgage Licensing Act)
Certifications:SAFE (Mortgage Licensing Act) 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