Relationship Banker/Senior Relationship Banker - South Ocala

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client service","Interpersonal skills","Communication","Multitasking","Sales orientation"]

Provide industry-leading client service in person and by phone by developing and expanding client relationships and delivering consultative financial solutions. Meet client service and individual/branch sales targets through product and service recommendations across deposits, credit, convenience, and other lines. Support the sales process with consultative conversations, handle required teller duties as needed, and stay current on policies, controls, and SAFE/Mortgage Licensing Act compliance.

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Truist Financial
Truist Financial
15 hours ago

Relationship Banker/Senior Relationship Banker - South Ocala

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone by developing and expanding client relationships and delivering consultative financial solutions. Meet client service and individual/branch sales targets through product and service recommendations across deposits, credit, convenience, and other lines. Support the sales process with consultative conversations, handle required teller duties as needed, and stay current on policies, controls, and SAFE/Mortgage Licensing Act compliance.
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 by phone, developing and expanding new and existing client relationships.
  • •Deliver consultative financial solutions and refer to other business partners for additional growth opportunities.
  • •Handle advanced client maintenance requests and problem resolution, including advanced sales functions for deposits, credit, and other product/service lines.
  • •Support team sales by conducting consultative conversations and handling or referring complex client needs and financial goals.
  • •Adhere to internal controls, operational procedures, and risk management policies while staying informed of changes to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including meeting applicable NMLS background check requirements.
Experience:BankingFinancial servicesConsumer lendingSmall business
Education:High School
Skills:Client serviceInterpersonal skillsCommunicationMultitaskingSales orientation
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS 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