Relationship Banker or Senior Relationship Banker Highway 501

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Problem resolution","Multitasking","Client service","Risk awareness"]

Build and expand lasting client relationships by delivering consultative financial solutions in person and over the phone. Meet and exceed individual and branch sales and service targets through deposit, credit, and retirement product recommendations and referrals to internal specialists. Support teller duties as needed, advise on consumer lending and take loan applications, and maintain compliance with internal controls, risk management policies, and evolving procedures while participating in retail leadership routines.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker or Senior Relationship Banker Highway 501

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Build and expand lasting client relationships by delivering consultative financial solutions in person and over the phone. Meet and exceed individual and branch sales and service targets through deposit, credit, and retirement product recommendations and referrals to internal specialists. Support teller duties as needed, advise on consumer lending and take loan applications, and maintain compliance with internal controls, risk management policies, and evolving procedures while participating in retail leadership routines.
Location: United States
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 while developing new and existing client relationships.
  • •Offer deposit, credit, convenience, and other product/service solutions to meet client service and sales targets.
  • •Conduct consultative conversations and act on or refer more complex client needs and financial goals to internal specialists.
  • •Cross-train to perform required teller duties as needed and help ensure a consistent client experience during transactions.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies for compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •2 years of client sales and service experience.
  • •Experience sourcing and prospecting for new clients and building relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check, and meet ongoing regulatory requirements.
Education:High School in high school diploma or equivalent
Skills:Interpersonal communicationProblem resolutionMultitaskingClient serviceRisk awareness
Certifications: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