Relationship Banker/SR - Ellenton

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Problem resolution","Multitasking"]

Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships. Deliver financial solutions through consultative conversations, support teller functions as needed, and help meet retail community bank sales and service targets. Advise clients on consumer lending options, take loan applications, and partner with internal specialists when needs are more complex, while maintaining compliance with internal controls and risk policies.

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Truist Financial
Truist Financial
3 days ago

Relationship Banker/SR - Ellenton

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships. Deliver financial solutions through consultative conversations, support teller functions as needed, and help meet retail community bank sales and service targets. Advise clients on consumer lending options, take loan applications, and partner with internal specialists when needs are more complex, while maintaining compliance with internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance, problem resolution, and sales functions across deposit, credit, and other product/service lines.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services to develop, expand, and retain relationships.
  • •Conduct consultative conversations and support the team sales process by acting on or referring complex client needs to internal specialists.
  • •Advance knowledge of sales techniques and product knowledge through meetings, training classes, and web-based learning.
  • •Ensure compliance with internal controls, operational procedures, and risk management policies while handling teller transactions and client engagement as needed.
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.
  • •Experience sourcing/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and meeting ongoing regulatory requirements.
Experience:BankingFinancial servicesConsumer lending
Education:High School
Skills:Interpersonal skillsCommunicationProblem resolutionMultitasking
Licenses:NMLSSAFE (Mortgage Licensing Act)
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