Relationship Banker/SR - Bayview

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Relationship building","Communication","Problem resolution","Multi-tasking"]

Build and expand client relationships through consultative conversations in person and by phone, providing financial solutions that meet client needs and supporting referrals to internal partners. Meet service and branch sales targets while performing routine client maintenance, problem resolution, and advanced sales functions for deposit, credit, and related products. Cross-train for required teller duties, handle loan applications, and stay compliant with controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker/SR - Bayview

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Last checked: 2 hours agoStatus: Live

Job Summary

Build and expand client relationships through consultative conversations in person and by phone, providing financial solutions that meet client needs and supporting referrals to internal partners. Meet service and branch sales targets while performing routine client maintenance, problem resolution, and advanced sales functions for deposit, credit, and related products. Cross-train for required teller duties, handle loan applications, and stay compliant with controls, operational procedures, and risk management policies.
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 by phone while developing and expanding client relationships.
  • •Offer products and services to meet/exceed client service and individual/branch sales targets with a focus on retention and growth.
  • •Conduct consultative conversations to support the sales process and refer complex needs/goals to internal specialists.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
  • •Advise on consumer lending options and take loan applications; perform teller duties as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysRetirementRsus

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/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 applicable NMLS background check and ongoing regulatory requirements).
Experience:2+ yearsBankingConsumer lendingSmall business
Education:High School
Skills:Client serviceRelationship buildingCommunicationProblem resolutionMulti-tasking
Licenses:SAFE (Mortgage Licensing Act) complianceNMLS
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