Relationship Banker / Senior Relationship Banker - Wesley Chapel East

Truist Financial
Florida
Full timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Consultative conversations","Problem resolution","Multitasking"]

Deliver industry-leading client service by building and expanding new and existing banking relationships through consultative conversations. Provide financial solutions across deposit, credit, convenience, and other product lines, and support teller duties when needed through cross-training. Meet individual and branch sales targets, lead sales initiatives, and serve as an expert resource for consumer lending options and loan applications while adhering to internal controls, operational procedures, and risk policies.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker / Senior Relationship Banker - Wesley Chapel East

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Deliver industry-leading client service by building and expanding new and existing banking relationships through consultative conversations. Provide financial solutions across deposit, credit, convenience, and other product lines, and support teller duties when needed through cross-training. Meet individual and branch sales targets, lead sales initiatives, and serve as an expert resource for consumer lending options and loan applications while adhering to internal controls, operational procedures, and risk policies.
Location: Florida
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client service for routine maintenance requests, problem resolution, and sales related to deposit, credit, convenience, and other products
  • •Meet or exceed client service and individual/branch sales targets by offering products and services and developing, expanding, and retaining relationships
  • •Support the team sales process through consultative conversations and refer more complex needs to internal specialists
  • •Advance knowledge of sales techniques, product knowledge, and participate in sales, service, and product training and web-based learning
  • •Advise on consumer lending options, take loan applications, and ensure compliance with internal controls, procedures, and risk management policies
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •High school diploma or equivalent education
  • •4 years of client sales and service experience
  • •Experience sourcing/prospecting for new clients and building client relationships
  • •Excellent interpersonal and communication skills for interacting with clients and prospects
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office
Education:High School
Skills:Interpersonal skillsCommunicationConsultative conversationsProblem resolutionMultitasking
Certifications:SAFE (Mortgage Licensing Act) compliant
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