Relationship Banker/SR - Worth Avenue

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking"]

Provide an industry-leading client experience in person and by phone while building and expanding relationships. Use consultative conversations to recommend deposit and credit products, support retail community bank sales goals, and refer more complex needs to specialists. Handle routine client maintenance and may be cross-trained for teller duties. Stay current on sales techniques, product knowledge, internal controls, and compliance requirements, including mortgage licensing registration.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker/SR - Worth Avenue

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Provide an industry-leading client experience in person and by phone while building and expanding relationships. Use consultative conversations to recommend deposit and credit products, support retail community bank sales goals, and refer more complex needs to specialists. Handle routine client maintenance and may be cross-trained for teller duties. Stay current on sales techniques, product knowledge, internal controls, and compliance requirements, including mortgage licensing registration.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone by developing and expanding existing and new client relationships.
  • •Recommend financial solutions based on consultative conversations and refer complex needs to internal partners.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets for deposits, credit, and other product/service lines.
  • •Support team sales by conducting consultative conversations and helping route customer needs to specialists as needed.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance with current guidelines.
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/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills; desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office.
Experience:2+ yearsBankingFinancial servicesConsumer lending
Education:High School
Skills:Interpersonal skillsCommunicationMulti-tasking
Certifications:SAFE (Mortgage Licensing Act) complianceNMLS 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