Relationship Banker or Senior Relationship Banker Coosaw Creek

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Problem resolution","Multitasking","Risk management"]

Provide an industry-leading client service experience in person and by phone while developing and expanding relationships. Offer financial solutions through consultative conversations, manage client maintenance requests, and support cross-selling of deposit, credit, convenience, and other products. Conduct teller duties as needed, advise on consumer lending and take loan applications, and follow internal controls, operational procedures, and risk management policies to ensure compliance.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker or Senior Relationship Banker Coosaw Creek

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Provide an industry-leading client service experience in person and by phone while developing and expanding relationships. Offer financial solutions through consultative conversations, manage client maintenance requests, and support cross-selling of deposit, credit, convenience, and other products. Conduct teller duties as needed, advise on consumer lending and take loan applications, and follow internal controls, operational procedures, and risk management policies to ensure compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client maintenance, problem resolution, and advanced sales related to deposits, credit, and other products and services.
  • •Meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining relationships.
  • •Conduct consultative conversations and support the sales process, referring more complex client needs to internal specialists.
  • •Cross-train and perform required teller duties as needed, ensuring a consistent, courteous client service experience.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

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, including a desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications (Microsoft Office) and ability to multi-task under time constraints.
Experience:2+ yearsBankingFinancial servicesConsumer lending
Education:High School
Skills:Interpersonal skillsCommunicationProblem resolutionMultitaskingRisk management
Licenses:SAFE (Mortgage Licensing Act)NMLS
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