Relationship Banker/SRRB - Lauderdale Lakes

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client relationship building","Interpersonal communication","Sales orientation","Multitasking","Compliance mindset"]

Provide an industry-leading client service experience in-branch and by phone while building and expanding new and existing client relationships. Deliver consultative financial solutions across deposits, credit, convenience, and other products, meeting individual and branch sales targets. Participate in leadership routines, advance sales and product knowledge through training, and handle consumer lending applications. Support team sales via referrals to specialists and follow internal controls, risk management, and compliance policies.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker/SRRB - Lauderdale Lakes

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

Job Summary

Provide an industry-leading client service experience in-branch and by phone while building and expanding new and existing client relationships. Deliver consultative financial solutions across deposits, credit, convenience, and other products, meeting individual and branch sales targets. Participate in leadership routines, advance sales and product knowledge through training, and handle consumer lending applications. Support team sales via referrals to specialists and follow internal controls, risk management, and compliance policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide in-person and phone client service while developing and expanding client relationships.
  • •Offer deposit, credit, convenience, and other product and service solutions based on consultative conversations.
  • •Meet or exceed client service and individual/branch sales targets focused on acquiring, expanding, and retaining relationships.
  • •Conduct consultative conversations and act on or refer more complex client needs or financial goals to internal specialists.
  • •Handle teller transactions as needed and ensure adherence to internal controls, operational procedures, and risk management policies.

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
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office
Education:High School
Skills:Client relationship buildingInterpersonal communicationSales orientationMultitaskingCompliance mindset
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