Relationship Banker/Senior Relationship Banker - Lake Deaton Plaza

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Consultative problem-solving","Relationship building","Sales focus","Compliance mindset"]

Provide an industry-leading client experience in person and by phone while building and expanding relationships with new and existing consumer and small-business clients. Deliver consultative conversations to understand needs, recommend appropriate deposit, credit, and retirement solutions, and refer more complex requests to internal specialists. Cross-train to support teller duties, follow risk and compliance controls, and work toward individual and branch sales targets.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 month ago

Relationship Banker/Senior Relationship Banker - Lake Deaton Plaza

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide an industry-leading client experience in person and by phone while building and expanding relationships with new and existing consumer and small-business clients. Deliver consultative conversations to understand needs, recommend appropriate deposit, credit, and retirement solutions, and refer more complex requests to internal specialists. Cross-train to support teller duties, follow risk and compliance controls, and work toward individual and branch sales targets.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone, developing and expanding relationships.
  • •Conduct consultative conversations to offer financial products and services and refer complex needs to internal specialists.
  • •Support team sales efforts and help meet or exceed individual and branch sales targets.
  • •Maintain compliance with internal controls, operational procedures, and risk management policies.
  • •Cross-train to perform teller duties as needed while ensuring consistent, courteous client interactions.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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.
  • •Demonstrated proficiency with basic computer applications such as Microsoft Office; must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment.
Experience:Banking
Education:High School
Skills:Interpersonal communicationConsultative problem-solvingRelationship buildingSales focusCompliance mindset
Languages:English
Tech Stack:Microsoft OfficeNMLS

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