Relationship Banker or Senior Relationship Banker Batesburg

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Interpersonal communication","Problem resolution","Multitasking","Consultative conversations","Customer service"]

Build and deepen client relationships by providing consultative financial solutions in person and over the phone. Meet or exceed individual and branch sales targets through client service, prospecting, and referral-based growth. Advise on consumer lending options, take loan applications, and support teller duties through cross-training as needed. Maintain compliance with risk management policies and internal controls while continuously improving sales and product knowledge through training.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker or Senior Relationship Banker Batesburg

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and deepen client relationships by providing consultative financial solutions in person and over the phone. Meet or exceed individual and branch sales targets through client service, prospecting, and referral-based growth. Advise on consumer lending options, take loan applications, and support teller duties through cross-training as needed. Maintain compliance with risk management policies and internal controls while continuously improving sales and product knowledge through training.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and by phone, developing and expanding client relationships.
  • •Offer products and services to meet or exceed client service and individual/branch sales targets.
  • •Conduct consultative conversations and support the team sales process by acting on or referring complex client needs and financial goals to internal specialists.
  • •Participate in Truist Retail Community Bank Leadership Routines and attend sales, service, and product knowledge training.
  • •Advise on consumer lending options, take loan applications, and handle teller transactions as cross-trained as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionRsus

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+ years
Skills:Interpersonal communicationProblem resolutionMultitaskingConsultative conversationsCustomer service
Licenses:SAFE (Mortgage Licensing Act)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