Relationship Banker or Senior Relationship Banker Seneca

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Problem resolution","Multi-tasking"]

Provide industry-leading client service in branch and by phone while building and expanding relationships. Use consultative conversations to identify client needs, offer deposit/credit/convenience and other product solutions, and refer more complex goals to internal specialists. Support retail community bank leadership routines, advance sales and product knowledge through training, and complete essential compliance and risk-management duties, including cross-training for teller transactions as needed.

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Truist Financial
Truist Financial
1 hour ago

Relationship Banker or Senior Relationship Banker Seneca

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Canonical indexed version, validated from employer's careers page.

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

Job Summary

Provide industry-leading client service in branch and by phone while building and expanding relationships. Use consultative conversations to identify client needs, offer deposit/credit/convenience and other product solutions, and refer more complex goals to internal specialists. Support retail community bank leadership routines, advance sales and product knowledge through training, and complete essential compliance and risk-management duties, including cross-training for teller transactions as needed.
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 by phone through development and expansion of new and existing client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering relevant products and services.
  • •Conduct consultative conversations and handle or refer more complex client needs or financial goals to internal specialists.
  • •Follow Truist Retail Community Bank Leadership Routines and advance sales and product knowledge through training and learning.
  • •Ensure compliance with internal controls, operational procedures, and risk-management policies; perform teller transactions and consumer lending applications as needed.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsProblem resolutionMulti-tasking
Certifications:SAFE (Mortgage Licensing Act) complianceNMLS
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