Relationship Banker/SR - Pembroke Pines

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

Provide industry-leading client service in person and by phone by developing and expanding relationships and recommending appropriate financial solutions. Conduct consultative conversations, support teller duties as needed, and contribute to meeting client service and branch sales targets. Take loan applications and advise on consumer lending options, while partnering with internal specialists for more complex needs. Stay current on compliance, internal controls, operational procedures, and sales/product training.

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Truist Financial
Truist Financial
17 hours ago

Relationship Banker/SR - Pembroke Pines

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone by developing and expanding relationships and recommending appropriate financial solutions. Conduct consultative conversations, support teller duties as needed, and contribute to meeting client service and branch sales targets. Take loan applications and advise on consumer lending options, while partnering with internal specialists for more complex needs. Stay current on compliance, internal controls, operational procedures, and sales/product training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone by maintaining client accounts and resolving problems.
  • •Offer deposit, credit, convenience, and other products/services to develop, expand, and retain client relationships.
  • •Conduct consultative conversations and support the team sales process by acting on or referring complex client needs.
  • •Cross-train to perform required teller duties as needed while ensuring a consistent in-branch client experience.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma (or equivalent).
  • •2+ years of client sales and service experience, including sourcing/prospecting and building client relationships.
  • •Excellent interpersonal and communication skills and desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment (including NMLS background check) and meet ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial servicesClient services
Education:High School
Skills:Client serviceInterpersonal skillsCommunicationProblem resolutionMultitasking
Certifications:NMLSSAFE (Mortgage Licensing Act) compliance
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