Relationship Banker/SR - Englewood

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Client service","Multi-tasking","Compliance mindset"]

Build and expand trusted client relationships by delivering a high-quality, consultative client experience in person and over the phone. Meet client service and individual/branch sales targets by recommending deposit, credit, convenience, and retirement solutions, sourcing/prospecting new clients, and supporting referrals. Cross-train to perform teller duties as needed, adhere to controls and risk policies, and continuously improve sales and product knowledge through training.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker/SR - Englewood

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Build and expand trusted client relationships by delivering a high-quality, consultative client experience in person and over the phone. Meet client service and individual/branch sales targets by recommending deposit, credit, convenience, and retirement solutions, sourcing/prospecting new clients, and supporting referrals. Cross-train to perform teller duties as needed, adhere to controls and risk policies, and continuously improve sales and product knowledge through training.
Location: Florida
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 while developing and expanding new and existing client relationships.
  • •Deliver financial solutions through consultative conversations and referrals to other business partners to grow business.
  • •Conduct consultative conversations as part of the team sales process and handle or refer more complex client needs.
  • •Participate in Retail Community Bank leadership routines and support sales targets focused on developing and retaining relationships.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysEquity

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 ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunication skillsClient serviceMulti-taskingCompliance mindset
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