Relationship Banker or Senior Relationship Banker Columbia or West Columbia Area

Truist Financial
South Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client relationship building","Interpersonal communication","Sales","Problem resolution","Multitasking"]

Build and expand client relationships by delivering top-tier service in-branch and over the phone. Use consultative conversations to assess client needs, provide financial solutions across deposits, credit, convenience, and retirement products, and refer more complex goals to internal specialists. Handle routine maintenance and problem resolution, complete required teller duties as needed, support team sales targets, and stay current on policies, operational procedures, and sales/product training.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Columbia or West Columbia Area

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering top-tier service in-branch and over the phone. Use consultative conversations to assess client needs, provide financial solutions across deposits, credit, convenience, and retirement products, and refer more complex goals to internal specialists. Handle routine maintenance and problem resolution, complete required teller duties as needed, support team sales targets, and stay current on policies, operational procedures, and sales/product training.
Location: South Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone while expanding existing and new client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services focused on developing, expanding, and retaining relationships.
  • •Support the team sales process through consultative conversations and by acting on or referring more complex client needs to internal specialists.
  • •Participate in Truist Retail Community Bank Leadership Routines and complete required teller duties as needed.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, risk management policies, and compliance guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing and prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications such as Microsoft Office.
Education:High School
Skills:Client relationship buildingInterpersonal communicationSalesProblem resolutionMultitasking
Licenses:SAFE (Mortgage Licensing Act) compliant within 30 days of employmentNMLS 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