Relationship Banker / Senior Relationship Banker - Windward Parkway West

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client relationship building","Multi-tasking","Customer service mindset"]

Build and expand client relationships by delivering consultative financial guidance in person and over the phone. Handle routine client maintenance, problem resolution, and advanced sales of deposit, credit, convenience, and related products while meeting individual and branch service and sales targets. Support the team sales process through client conversations and referrals, take loan applications, and stay compliant with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
3 days ago

Relationship Banker / Senior Relationship Banker - Windward Parkway West

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering consultative financial guidance in person and over the phone. Handle routine client maintenance, problem resolution, and advanced sales of deposit, credit, convenience, and related products while meeting individual and branch service and sales targets. Support the team sales process through client conversations and referrals, take loan applications, and stay compliant with internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone by developing and expanding client relationships.
  • •Offer financial solutions based on consultative conversations and refer to other partners for additional growth opportunities.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets through deposit, credit, and related product offerings.
  • •Support sales by conducting consultative conversations and escalating or referring more complex needs to internal specialists.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance, including staying current on policy changes.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid 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.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationClient relationship buildingMulti-taskingCustomer service mindset
Licenses:SAFE (Mortgage Licensing Act)
Certifications: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