Relationship Banker/Senior Relationship Banker - South Garland

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client relationship building","Interpersonal communication","Problem resolution","Multitasking","Sales mindset"]

Build and expand client relationships by delivering consultative financial solutions in person and over the phone. Meet client service and branch sales targets by advising on deposit, credit, convenience, and other product lines, referring more complex needs to specialists. Cross-train for teller duties as needed, support retail community bank leadership routines, and stay current through sales, service, and product trainings while maintaining compliance and internal controls.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker/Senior Relationship Banker - South Garland

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

Job Summary

Build and expand client relationships by delivering consultative financial solutions in person and over the phone. Meet client service and branch sales targets by advising on deposit, credit, convenience, and other product lines, referring more complex needs to specialists. Cross-train for teller duties as needed, support retail community bank leadership routines, and stay current through sales, service, and product trainings while maintaining compliance and internal controls.
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 developing and expanding client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering relevant deposit, credit, and other products.
  • •Conduct consultative conversations, then act on or refer complex client needs and financial goals to specialists.
  • •Support teller duties as needed and ensure a consistent client experience while uncovering customer needs.
  • •Advise on consumer lending options, take loan applications, and comply with internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife 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
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and meeting ongoing regulatory requirements
Experience:BankingClient-facingFinancial services
Education:High School
Skills:Client relationship buildingInterpersonal communicationProblem resolutionMultitaskingSales mindset
Licenses:SAFE (Mortgage Licensing Act)
Certifications:NMLS
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