Relationship Banker/Senior Relationship Banker - Coronado Beach

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

Provide industry-leading client service in-person and by phone, building and expanding client relationships through consultative conversations. Offer deposit, credit, convenience, and related financial solutions, support teller duties as needed, and help meet individual and branch sales targets. Cross-trained to perform required teller tasks, handle complex client needs by partnering with internal specialists, and continuously improve product and sales knowledge while adhering to risk, compliance, and internal control procedures.

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Truist Financial
Truist Financial
1 hour ago

Relationship Banker/Senior Relationship Banker - Coronado Beach

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide industry-leading client service in-person and by phone, building and expanding client relationships through consultative conversations. Offer deposit, credit, convenience, and related financial solutions, support teller duties as needed, and help meet individual and branch sales targets. Cross-trained to perform required teller tasks, handle complex client needs by partnering with internal specialists, and continuously improve product and sales knowledge while adhering to risk, compliance, and internal control procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver advanced client maintenance, problem resolution, and advanced sales related to deposits, credit, and other product/service lines.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services to develop, expand, and retain relationships.
  • •Conduct consultative conversations and act on or refer more complex client needs and financial goals to internal specialists.
  • •Advance knowledge of sales techniques and product knowledge by attending trainings and web-based learning.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401k

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 with basic computer applications, such as Microsoft Office.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationProblem resolutionMultitaskingCustomer service
Licenses:SAFE Mortgage Licensing ActNMLS
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