Relationship Banker or Senior Relationship Banker Soddy Daisy *Saturday Required*

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Problem resolution","Multi-tasking","Customer service orientation","Professionalism"]

Provide industry-leading client service in-person and by phone while building and expanding client relationships. Use consultative conversations to offer financial solutions that meet consumer and small business needs, support deposit/credit/retirement product sales, and refer more complex cases to internal specialists. Cross-train to perform teller duties as needed, participate in retail community leadership routines, and maintain compliance with controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Soddy Daisy *Saturday Required*

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Provide industry-leading client service in-person and by phone while building and expanding client relationships. Use consultative conversations to offer financial solutions that meet consumer and small business needs, support deposit/credit/retirement product sales, and refer more complex cases to internal specialists. Cross-train to perform teller duties as needed, participate in retail community leadership routines, and maintain compliance with controls, risk management, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced proficiency in client maintenance requests, problem resolution, and sales activities across deposit, credit, convenience, and other product/service lines.
  • •Meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining client relationships.
  • •Support the sales process through consultative conversations and provide or refer solutions to internal specialists for complex needs.
  • •Advise on consumer lending options, take loan applications, and ensure compliance with internal controls, operational procedures, and risk management policies.
  • •Ensure consistent in-branch client service experience, including greeting clients, uncovering needs, and performing teller transactions as cross-trained.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

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, with a desire to interact with clients and prospects.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check requirements.
Experience:BankingFinancial servicesConsumer lending
Education:High School
Skills:Interpersonal communicationProblem resolutionMulti-taskingCustomer service orientationProfessionalism
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