Relationship Banker/SR - South Gate Branch

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Consultative conversations","Problem resolution","Customer service","Multitasking"]

Provide industry-leading client service in person and by phone while building and expanding relationships through consultative conversations. Meet individual and branch sales targets by recommending deposit, credit, convenience, and related financial products, and support referrals to internal specialists for more complex needs. Handle routine client requests, problem resolution, and may be cross-trained for teller duties, including consumer lending applications. Ensure compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 hour ago

Relationship Banker/SR - South Gate Branch

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while building and expanding relationships through consultative conversations. Meet individual and branch sales targets by recommending deposit, credit, convenience, and related financial products, and support referrals to internal specialists for more complex needs. Handle routine client requests, problem resolution, and may be cross-trained for teller duties, including consumer lending applications. Ensure compliance with internal controls, operational procedures, and risk management policies.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone while developing and expanding new and existing client relationships.
  • •Recommend financial solutions based on consultative conversations and referrals to internal specialists for complex needs.
  • •Execute sales and client maintenance functions for deposit, credit, convenience, and other product/service lines.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets through relationship building and retention.
  • •Adhere to internal controls, operational procedures, and risk management policies, and may handle teller transactions as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid 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 and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial servicesClient service
Education:High School
Skills:Interpersonal communicationConsultative conversationsProblem resolutionCustomer serviceMultitasking
Licenses:SAFENMLS
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