Relationship Banker or Senior Relationship Banker Poplar & Exeter *Saturday Required*

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Relationship building","Problem resolution","Multi-tasking","Customer service"]

Provide industry-leading client service in person and by phone, building and expanding new and existing relationships. Consultatively discuss client needs, offer deposit, credit, and retirement solutions, and refer to internal partners when needed. Complete teller duties as cross-training requires, support team sales targets, and participate in retail community leadership routines. Advise on consumer lending options and take loan applications while ensuring compliance with controls and risk management policies.

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Truist Financial
Truist Financial
22 hours ago

Relationship Banker or Senior Relationship Banker Poplar & Exeter *Saturday Required*

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

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, building and expanding new and existing relationships. Consultatively discuss client needs, offer deposit, credit, and retirement solutions, and refer to internal partners when needed. Complete teller duties as cross-training requires, support team sales targets, and participate in retail community leadership routines. Advise on consumer lending options and take loan applications while ensuring compliance with controls and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance requests support, problem resolution, and sales functions across deposit, credit, and other product and service lines.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services focused on developing, expanding, and retaining relationships.
  • •Conduct consultative conversations and handle or refer complex client needs or financial goals to internal specialists.
  • •Participate in Truist Retail Community Bank Leadership Routines and complete sales/service/product knowledge training and learning.
  • •Advise on consumer lending options, take loan applications, and ensure compliance with internal controls, operational procedures, and risk management policies.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Holidays

Key Requirements

  • •High school diploma (or equivalent).
  • •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.
Experience:2+ yearsBanking
Education:High School
Skills:Interpersonal communicationRelationship buildingProblem resolutionMulti-taskingCustomer service
Certifications:SAFE complianceNMLS
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