Relationship Banker/Senior Relationship Banker - Amelia Island

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 3+ yearsEducation: associatesSkills: ["Interpersonal skills","Communication skills","Relationship building","Multi-priority management","Sales goal achievement"]

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business clients. Offer and sell deposit, credit, convenience, and other financial products, using consultative conversations and referrals to internal specialists for more complex needs. Advise on consumer lending options and complete loan applications, while cross-trained to support teller transactions. Meet client service and individual/branch sales targets and follow risk, controls, and operational procedures.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
22 hours ago

Relationship Banker/Senior Relationship Banker - Amelia Island

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business clients. Offer and sell deposit, credit, convenience, and other financial products, using consultative conversations and referrals to internal specialists for more complex needs. Advise on consumer lending options and complete loan applications, while cross-trained to support teller transactions. Meet client service and individual/branch sales targets and follow risk, controls, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client maintenance, problem resolution, and advanced sales support across deposit, credit, and other product/service lines.
  • •Meet or exceed client service and individual/branch sales targets by offering and selling products focused on developing, expanding, and retaining relationships.
  • •Conduct consultative conversations and support the team sales process by acting on or referring complex client needs/goals to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies; ensure a consistent client experience and cross-train for teller transactions as needed.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •Associate's degree (or equivalent education and related training).
  • •3 years of client sales and service experience.
  • •Experience sourcing/prospecting new clients and building client relationships.
  • •Knowledge of bank operations, policies, and procedures.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:3+ yearsBankingFinancial services
Education:Associate's
Skills:Interpersonal skillsCommunication skillsRelationship buildingMulti-priority managementSales goal achievement
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS
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