Relationship Banker/SR - Key West

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

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small-business clients. Deliver consultative financial solutions across deposit, credit, and convenience products, including advising on consumer lending and taking loan applications. Cross-trained to support teller duties as needed, meet client service and sales targets, and maintain compliance with internal controls, risk policies, and SAFE/NMLS requirements.

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Truist Financial
Truist Financial
3 days ago

Relationship Banker/SR - Key West

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small-business clients. Deliver consultative financial solutions across deposit, credit, and convenience products, including advising on consumer lending and taking loan applications. Cross-trained to support teller duties as needed, meet client service and sales targets, and maintain compliance with internal controls, risk policies, and SAFE/NMLS requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop and expand new and existing client relationships through consultative conversations and referrals.
  • •Provide products and services to help meet client service and individual/branch sales targets.
  • •Support the team sales process by handling consultative discussions and routing more complex needs to specialists.
  • •Assist with teller duties and related branch responsibilities as needed, including client greeting and transaction support.
  • •Advise on consumer lending options and take loan applications while adhering to controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial servicesClient serviceSales
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient relationship building
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