Relationship Banker or Senior Relationship Banker - Monroe Mall *Saturday Required*

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

Provide an industry-leading client experience in person and over the phone by building and expanding client relationships and delivering financial solutions through consultative conversations. Meet client service and sales targets, support the retail banking leadership routines, and take loan applications for consumer lending options. You’ll also be cross-trained to perform teller duties as needed while following internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker - Monroe Mall *Saturday Required*

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide an industry-leading client experience in person and over the phone by building and expanding client relationships and delivering financial solutions through consultative conversations. Meet client service and sales targets, support the retail banking leadership routines, and take loan applications for consumer lending options. You’ll also be cross-trained to perform teller duties as needed while following internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver client service in person and by phone by maintaining relationships and resolving client issues while performing advanced sales functions across deposit, credit, and other product 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 support the team sales process by acting on or referring complex needs or financial goals to internal specialists.
  • •Cross-train to perform required teller duties as needed and help ensure consistent client service in the branch.
  • •Adhere to internal controls, operational procedures, and risk management policies while staying informed of policy and procedure changes to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •High school diploma (or equivalent).
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office.
Experience:2+ yearsBanking
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingCustomer service
Certifications:SAFE (Mortgage Licensing Act) compliant within 30 days of employment
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