Relationship Banker or Senior Relationship Banker (Saturday Required) - Beaver Creek Commons

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

Provide in-person and phone client service while building and expanding new and existing client relationships. Use consultative conversations to recommend deposit, credit, and other financial solutions, meeting individual and branch sales targets. Support the sales process by handling routine client maintenance, cross-training for required teller duties, advising on consumer lending, and referring complex needs to internal specialists. Participate in retail leadership routines and ongoing product/sales training while following risk and compliance policies.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker or Senior Relationship Banker (Saturday Required) - Beaver Creek Commons

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Provide in-person and phone client service while building and expanding new and existing client relationships. Use consultative conversations to recommend deposit, credit, and other financial solutions, meeting individual and branch sales targets. Support the sales process by handling routine client maintenance, cross-training for required teller duties, advising on consumer lending, and referring complex needs to internal specialists. Participate in retail leadership routines and ongoing product/sales training while following risk and compliance policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver industry-leading client service in person and on the phone while handling routine client maintenance requests and problem resolution.
  • •Meet or exceed individual and branch client service and sales targets by offering deposit, credit, convenience, and other financial products and services.
  • •Conduct consultative conversations, support the team sales process, and act on or refer complex client needs to internal specialists.
  • •Follow teller-related and operational procedures as needed, including cross-training to perform required teller duties and client greetings in-branch.
  • •Advise on consumer lending options, take loan applications, and ensure compliance with internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionRsus

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 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:2+ years
Education:High School
Skills:Client serviceInterpersonal communicationSalesMultitaskingCompliance
Licenses:SAFE (Mortgage Licensing Act)
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