Relationship Banker or Senior Relationship Banker Anderson Pavilion

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client service","Problem resolution","Communication","Consultative selling","Compliance"]

Build and expand in-person and phone client relationships by delivering consultative financial solutions across deposit, credit, and other product lines. Meet client service and individual/branch sales targets through client maintenance, problem resolution, and sales conversations. Support the team sales process by referring complex needs to internal specialists, taking consumer lending applications, and cross-training to perform teller duties while ensuring compliance with controls and risk management.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Anderson Pavilion

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build and expand in-person and phone client relationships by delivering consultative financial solutions across deposit, credit, and other product lines. Meet client service and individual/branch sales targets through client maintenance, problem resolution, and sales conversations. Support the team sales process by referring complex needs to internal specialists, taking consumer lending applications, and cross-training to perform teller duties while ensuring compliance with controls and risk management.
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 by developing and expanding new and existing client relationships.
  • •Exercise advanced proficiency with client maintenance requests and advanced sales functions across deposit, 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 refer more complex client needs or financial goals to internal specialists while supporting the team sales process.
  • •Ensure compliance with internal controls, operational procedures, and risk management policies; take consumer lending applications and may perform required teller duties.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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:BankingFinancial services
Education:High School
Skills:Client serviceProblem resolutionCommunicationConsultative sellingCompliance
Certifications: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