Relationship Banker or Senior Relationship Banker - Staples Mill

Truist Financial
Richmond
Workplace: OnsiteFull timeUSD 45,760 - 62,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Relationship building","Sales aptitude","Problem resolution","Multi-tasking"]

Deliver in-person and phone client service by building and expanding relationships and providing consultative financial solutions. Meet client service and individual/branch sales targets through product and service recommendations, referrals to internal specialists, and support of teller duties as needed. Stay current on sales techniques, product knowledge, and compliance requirements, including lending options and internal risk controls.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker or Senior Relationship Banker - Staples Mill

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 minutes agoStatus: Live

Job Summary

Deliver in-person and phone client service by building and expanding relationships and providing consultative financial solutions. Meet client service and individual/branch sales targets through product and service recommendations, referrals to internal specialists, and support of teller duties as needed. Stay current on sales techniques, product knowledge, and compliance requirements, including lending options and internal risk controls.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone to develop and expand client relationships.
  • •Offer products and services to meet client service and individual/branch sales targets while focusing on relationship development, expansion, and retention.
  • •Conduct consultative conversations and act on or refer more complex client needs or goals to internal specialists.
  • •Cross-train for teller duties as needed and ensure a consistent client service experience during transactions and branch interactions.
  • •Advance knowledge of sales techniques and product knowledge through meetings, training classes, and web-based learning while adhering to controls, procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 62,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid 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 with a desire to interact with clients and prospects
  • •Demonstrated proficiency in basic computer applications such as Microsoft Office
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal communicationRelationship buildingSales aptitudeProblem resolutionMulti-tasking
Certifications:SAFE (Mortgage Licensing Act) complianceNMLS 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