Truist Financial

3 weeks ago

Relationship Banker/SR - Okeechobee Blvd

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships. Use consultative conversations to deliver financial solutions across deposit, credit, and other product lines, referring complex needs to specialists. Meet individual and branch sales targets, complete retail community leadership routines, and advance product and sales knowledge through training. Cross-train as needed for teller duties and assist with consumer lending applications.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide advanced client service in person and on the phone, including routine maintenance requests and problem resolution.
•Drive consultative sales for deposit, credit, convenience, and other products while developing, expanding, and retaining relationships.
•Conduct consultative conversations and act on or refer more complex client needs or financial goals to internal specialists.
•Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
•Cross-train as needed for teller transactions and handle consumer lending options, including taking loan applications.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 relationships.
•Excellent interpersonal and communication skills and 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:BankingClient serviceMortgage lending

Skills:Client-focused communicationInterpersonal skillsProblem resolutionMultitaskingSales mindset

Licenses: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

Website LinkedIn

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Truist Financial

3 weeks ago

Relationship Banker/SR - Okeechobee Blvd

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide advanced client service in person and on the phone, including routine maintenance requests and problem resolution.
•Drive consultative sales for deposit, credit, convenience, and other products while developing, expanding, and retaining relationships.
•Conduct consultative conversations and act on or refer more complex client needs or financial goals to internal specialists.
•Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
•Cross-train as needed for teller transactions and handle consumer lending options, including taking loan applications.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 relationships.
•Excellent interpersonal and communication skills and 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:BankingClient serviceMortgage lending

Skills:Client-focused communicationInterpersonal skillsProblem resolutionMultitaskingSales mindset

Licenses: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

Website LinkedIn