Relationship Banker/SR -Sarasota Square

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

Provide an outstanding client service experience in person and by phone while building and expanding new and existing customer relationships. Use consultative conversations to deliver deposit, credit, convenience, and other financial solutions, and refer more complex needs to internal specialists. Cross-train for teller duties as needed, support sales targets, complete retail leadership routines, and stay compliant with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker/SR -Sarasota Square

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Provide an outstanding client service experience in person and by phone while building and expanding new and existing customer relationships. Use consultative conversations to deliver deposit, credit, convenience, and other financial solutions, and refer more complex needs to internal specialists. Cross-train for teller duties as needed, support sales targets, complete retail leadership routines, and stay compliant with 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 advanced client maintenance request handling, problem resolution, and sales functions across deposits, credit, and other product/service lines.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets by offering products and services that grow and retain relationships.
  • •Conduct consultative conversations and support the sales process by acting on or referring complex client needs or financial goals to internal specialists.
  • •Attend sales, service, and product knowledge meetings, training classes, and web-based learning to advance sales technique and product knowledge.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysRsusPension

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience, including sourcing and prospecting for new clients.
  • •Excellent interpersonal and communication skills and a 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 ongoing regulatory requirements.
Experience:2+ yearsBanking
Education:High School
Skills:Client serviceInterpersonal communicationSalesProblem resolutionMultitasking
Licenses:SAFE
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