Relationship Banker or Senior Relationship Banker - Bilingual (Spanish) Preferred - Siler City

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Communication","Interpersonal skills","Relationship building","Multi-tasking"]

Build and expand client relationships through consultative conversations both in person and by phone. Provide financial solutions that address client needs and support deposit, credit, convenience, and other product/service lines while contributing to client service and branch sales targets. Support the team sales process by handling routine maintenance requests, advising on consumer lending and loan applications, and cross-training for teller duties as needed.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker or Senior Relationship Banker - Bilingual (Spanish) Preferred - Siler City

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Last checked: 14 hours agoStatus: Live

Job Summary

Build and expand client relationships through consultative conversations both in person and by phone. Provide financial solutions that address client needs and support deposit, credit, convenience, and other product/service lines while contributing to client service and branch sales targets. Support the team sales process by handling routine maintenance requests, advising on consumer lending and loan applications, and cross-training for teller duties as needed.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone, maintaining and resolving client needs.
  • •Support meeting/exceeding client service and individual/branch sales targets by offering relevant products and services.
  • •Conduct consultative conversations and act on or refer more complex client needs and financial goals to internal specialists.
  • •Participate in Truist Retail Community Bank Leadership Routines and attend sales, service, and product knowledge learning.
  • •Advise on consumer lending options, take loan applications, and ensure adherence to internal controls, operational procedures, and risk management policies.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePensionEquity

Key Requirements

  • •High school diploma (or equivalent).
  • •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.
  • •SAFE (Mortgage Licensing Act) compliance and ability to meet NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBanking
Education:High School
Skills:Client serviceCommunicationInterpersonal skillsRelationship buildingMulti-tasking
Licenses:SAFE (Mortgage Licensing Act)NMLS
Languages:EnglishSpanish
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