Relationship Banker/Senior Relationship Banker - Cole & Fitzhugh (DeNovo)

Truist Financial
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Problem resolution","Multi-tasking","Compliance","Customer service"]

Build and expand new and existing client relationships by providing consultative financial solutions in person and by phone. Meet client service and retail sales targets while offering deposit, credit, convenience, and retirement products, including consumer lending and loan applications. Cross-train to support teller duties, conduct prospecting and relationship maintenance, and ensure adherence to internal controls, operational procedures, and risk policies with a consistent, client-first experience.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker/Senior Relationship Banker - Cole & Fitzhugh (DeNovo)

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Last checked: 8 hours agoStatus: Live

Job Summary

Build and expand new and existing client relationships by providing consultative financial solutions in person and by phone. Meet client service and retail sales targets while offering deposit, credit, convenience, and retirement products, including consumer lending and loan applications. Cross-train to support teller duties, conduct prospecting and relationship maintenance, and ensure adherence to internal controls, operational procedures, and risk policies with a consistent, client-first experience.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone while developing and expanding client relationships.
  • •Offer deposit, credit, convenience, and other financial products/services to meet client service and individual/branch sales targets.
  • •Conduct consultative conversations and support the sales process, referring more complex needs to internal specialists.
  • •Cross-train and perform required teller duties as needed, including handling teller transactions and greeting clients.
  • •Adhere to internal controls, operational procedures, and risk management policies; stay current on policy and procedure changes for compliance.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick DaysPensionRsus

Key Requirements

  • •2 years of client sales and service experience.
  • •Sourcing/prospecting experience for new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency with 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+ yearsBankingClient serviceFinancial servicesRetail banking
Education:High School
Skills:Interpersonal communicationProblem resolutionMulti-taskingComplianceCustomer service
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS background check
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