Relationship Banker/SRRB - Lauderdale Lakes

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Consultative conversations","Problem resolution","Multitasking","Compliance"]

Provide client service in person and by phone while developing and expanding existing client relationships. Deliver financial solutions through consultative conversations, support teller duties when needed, and help meet branch service and sales targets. Conduct consultative discussions, refer complex needs to specialists, and advise on consumer lending and loan applications. Maintain compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker/SRRB - Lauderdale Lakes

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide client service in person and by phone while developing and expanding existing client relationships. Deliver financial solutions through consultative conversations, support teller duties when needed, and help meet branch service and sales targets. Conduct consultative discussions, refer complex needs to specialists, and advise on consumer lending and loan applications. Maintain compliance with internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance request handling, problem resolution, and sales functions across deposit, credit, and service lines.
  • •Meet or exceed client service and branch sales targets by offering products and services to develop, expand, and retain relationships.
  • •Support the team sales process via consultative conversations and refer complex needs or goals to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies; ensure consistent client service (including potential teller transactions).
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kTax SavingsPaid LeaveSick DaysPaid Holidays

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 relationships.
  • •Excellent interpersonal and communication skills and willingness to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
Experience:2+ years
Education:High School
Skills:Interpersonal communicationConsultative conversationsProblem resolutionMultitaskingCompliance
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS 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