Relationship Banker or Senior Relationship Banker - Albemarle

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: associatesSkills: ["Interpersonal communication","Problem resolution","Consultative selling","Multi-tasking","Customer service orientation"]

Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships. Meet individual and branch sales targets through consultative conversations and by recommending deposit, credit, convenience, and other financial products. Support internal specialists for more complex needs, cross-train for teller duties as needed, and maintain compliance with operational controls, risk policies, and SAFE/NMLS requirements.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker or Senior Relationship Banker - Albemarle

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships. Meet individual and branch sales targets through consultative conversations and by recommending deposit, credit, convenience, and other financial products. Support internal specialists for more complex needs, cross-train for teller duties as needed, and maintain compliance with operational controls, risk policies, and SAFE/NMLS requirements.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service both in person and on the phone to develop and expand client relationships.
  • •Offer financial solutions based on consultative conversations and referrals to internal partners to grow business.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets by recommending products and services.
  • •Conduct consultative conversations and support the team sales process, referring more complex needs to internal specialists.
  • •Cross-train to perform required teller duties as needed and ensure adherence to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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 a desire to interact with clients and prospects.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Education:Associate's
Skills:Interpersonal communicationProblem resolutionConsultative sellingMulti-taskingCustomer service orientation
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