Relationship Banker - Morgantown

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Compliance"]

Provide industry-leading client service in person and by phone while growing and expanding client relationships. Deliver consultative conversations to recommend deposit, credit, convenience, and other financial solutions, referring to specialists when needed. Meet client service and branch sales targets through relationship-based selling, support teller duties when required, and participate in retail leadership routines, training, and product knowledge development.

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Truist Financial
Truist Financial
22 hours ago

Relationship Banker - Morgantown

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while growing and expanding client relationships. Deliver consultative conversations to recommend deposit, credit, convenience, and other financial solutions, referring to specialists when needed. Meet client service and branch sales targets through relationship-based selling, support teller duties when required, and participate in retail leadership routines, training, and product knowledge development.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone through developing and expanding new and existing client relationships.
  • •Offer financial solutions based on consultative conversations and referrals for additional growth opportunities.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services focused on relationship development, expansion, and retention.
  • •Conduct consultative conversations and support the team sales process, referring more complex needs to internal specialists.
  • •Adhere to internal controls, operational procedures, and risk management policies; handle teller duties as needed and support branch leadership routines.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

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.
  • •Proficiency in basic computer applications (e.g., Microsoft Office) and ability to become SAFE (Mortgage Licensing Act) compliant within 30 days of employment.
Experience:Banking
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingCompliance
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