Relationship Banker/Senior Relationship Banker - Old Town

Truist Financial
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Customer service","Multitasking","Compliance mindset"]

Build and grow new and existing client relationships by delivering an industry-leading client service experience in person and over the phone. Provide consultative financial solutions across deposit, credit, and other products, meet individual and branch sales targets, and support the sales process by addressing client needs or referring to specialists. You’ll also be cross-trained for teller duties and advance your sales and product knowledge through ongoing training.

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Truist Financial
Truist Financial
3 days ago

Relationship Banker/Senior Relationship Banker - Old Town

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build and grow new and existing client relationships by delivering an industry-leading client service experience in person and over the phone. Provide consultative financial solutions across deposit, credit, and other products, meet individual and branch sales targets, and support the sales process by addressing client needs or referring to specialists. You’ll also be cross-trained for teller duties and advance your sales and product knowledge through ongoing training.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone, developing and expanding client relationships.
  • •Offer deposit, credit, convenience, and other financial products/services through consultative conversations to meet service and sales targets.
  • •Support the team sales process by conducting consultative conversations and referring more complex needs to internal specialists.
  • •Cross-train to perform teller duties as needed while ensuring a consistent, courteous client experience during transactions.
  • •Advance sales techniques and product knowledge by attending sales/service/product meetings and training, including web-based learning.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid LeaveSick Days

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 NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunication skillsCustomer serviceMultitaskingCompliance mindset
Licenses:SAFE (Mortgage Licensing Act)
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