Relationship Banker or Senior Relationship Banker(Saturday Required) - Regency Park

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Client relationship building","Consultative communication","Multi-tasking","Customer service"]

Provide client service in person and by phone while developing and expanding relationships through consultative conversations. Recommend and sell deposit, credit, convenience, and retirement products, take loan applications, and refer more complex needs to internal specialists. Participate in retail community bank leadership routines, improve sales and product knowledge through training, adhere to controls and risk management, and cross-train to perform teller duties as needed.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker(Saturday Required) - Regency Park

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Provide client service in person and by phone while developing and expanding relationships through consultative conversations. Recommend and sell deposit, credit, convenience, and retirement products, take loan applications, and refer more complex needs to internal specialists. Participate in retail community bank leadership routines, improve sales and product knowledge through training, adhere to controls and risk management, and cross-train to perform teller duties as needed.
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 on the phone by maintaining and expanding client relationships.
  • •Offer financial solutions based on consultative conversations, including deposit, credit, convenience, and other product/service lines, and work to meet client service and sales targets.
  • •Support the team sales process through consultative conversations and refer more complex client needs or goals to internal specialists.
  • •Advance knowledge of sales techniques and product knowledge by attending sales, service, and product training, classes, and web-based learning.
  • •Adhere to internal controls, operational procedures, and risk management policies; cross-train to perform required teller duties as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysSick DaysDisability Insurance

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, plus ability to become SAFE (Mortgage Licensing Act) compliant within 30 days.
Experience:2+ years
Education:High School
Skills:Interpersonal communicationClient relationship buildingConsultative communicationMulti-taskingCustomer service
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