Relationship Banker or Senior Relationship Banker Union Avenue

Truist Financial
Memphis
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client relationship building","Problem resolution","Multitasking","Compliance"]

Build and grow client relationships by providing consultative financial solutions in-person and by phone. Meet client service and branch sales targets, support the sales process through needs discovery, and route more complex goals to specialists. Handle routine client maintenance, lending applications, and teller duties as needed, while following internal controls, risk management, and operational procedures to ensure compliance. Cross-train on teller functions and continuously improve sales and product knowledge.

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Truist Financial
Truist Financial
1 month ago

Relationship Banker or Senior Relationship Banker Union Avenue

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build and grow client relationships by providing consultative financial solutions in-person and by phone. Meet client service and branch sales targets, support the sales process through needs discovery, and route more complex goals to specialists. Handle routine client maintenance, lending applications, and teller duties as needed, while following internal controls, risk management, and operational procedures to ensure compliance. Cross-train on teller functions and continuously improve sales and product knowledge.
Location: Memphis
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 over the phone through development and expansion of client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services focused on developing, expanding, and retaining relationships.
  • •Conduct consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
  • •Cross-train to perform required teller duties as needed and ensure a consistent client service experience during transactions and in-branch navigation.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies to stay compliant.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid 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 and a desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications such as Microsoft Office.
Experience:BankingFinancial services
Education:High School
Skills:Interpersonal communicationClient relationship buildingProblem resolutionMultitaskingCompliance
Licenses:SAFE compliant (Mortgage Licensing Act)NMLS 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