Relationship Banker- Westview

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 59,500 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Interpersonal skills","Communication","Problem resolution","Ability to multitask"]

Provide industry-leading client service in person and by phone, developing and expanding relationships with new and existing consumer and small business clients. Conduct consultative conversations to identify needs, meet branch and individual sales targets, and advise on consumer lending options and loan applications. Handle routine client maintenance and problem resolution, support teller duties as needed, and complete required sales, service, and product training.

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Truist Financial
Truist Financial
22 hours ago

Relationship Banker- Westview

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone, developing and expanding relationships with new and existing consumer and small business clients. Conduct consultative conversations to identify needs, meet branch and individual sales targets, and advise on consumer lending options and loan applications. Handle routine client maintenance and problem resolution, support teller duties as needed, and complete required sales, service, and product training.
Location: United States
Workplace: Onsite
Employment Type: Full time
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.
  • •Execute routine client maintenance, problem resolution, and advanced sales functions across deposit, credit, and service lines.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services and focusing on retention and expansion.
  • •Conduct consultative conversations and refer complex needs or financial goals to internal specialists.
  • •Advise on consumer lending options and take loan applications; cross-train and perform teller duties as needed.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 59,500 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid Leave

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 desire to interact with clients and prospects
  • •Demonstrated proficiency in basic computer applications such as Microsoft Office
Experience:2+ yearsBankingCustomer serviceSales
Education:High School
Skills:Client serviceInterpersonal skillsCommunicationProblem resolutionAbility to multitask
Certifications:SAFE mortgage licensing 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