Relationship Banker - Carolina Beach

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multitasking","Professionalism"]

Provide industry-leading in-person and phone client service by building and expanding new and existing client relationships through consultative conversations. Meet client service and individual/branch sales targets by recommending deposit, credit, convenience, and other products, and refer more complex needs to internal specialists. Support retail community bank leadership routines, pursue ongoing sales and product training, take consumer loan applications, and maintain compliance with internal controls and risk policies.

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Truist Financial
Truist Financial
1 hour ago

Relationship Banker - Carolina Beach

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide industry-leading in-person and phone client service by building and expanding new and existing client relationships through consultative conversations. Meet client service and individual/branch sales targets by recommending deposit, credit, convenience, and other products, and refer more complex needs to internal specialists. Support retail community bank leadership routines, pursue ongoing sales and product training, take consumer loan applications, and maintain compliance with internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance, problem resolution, and sales support across deposit, credit, convenience, and other product/service lines.
  • •Drive client service and individual/branch sales targets by developing, expanding, and retaining client relationships.
  • •Conduct consultative conversations and act on or refer complex client needs or financial goals to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies while ensuring a consistent client service experience (including teller transactions as needed).
Travel: Low travel

Pay and Benefits

Perks:MedicalDentalVisionLife InsuranceDisability401kPaid Leave

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 in basic computer applications such as Microsoft Office.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMultitaskingProfessionalism
Certifications:SAFE 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