Relationship Banker- Charles Town

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client service orientation","Problem resolution","Multitasking"]

Provide in-person and phone client service by building and expanding relationships and delivering financial solutions based on consultative conversations. Support new and existing client growth by offering deposit, credit, convenience, and other product/service lines, and referring complex needs to internal specialists. Cross-train to perform required teller duties, take loan applications, meet client service and branch sales targets, and complete ongoing sales, service, and product knowledge training while adhering to internal controls and risk policies.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker- Charles Town

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Provide in-person and phone client service by building and expanding relationships and delivering financial solutions based on consultative conversations. Support new and existing client growth by offering deposit, credit, convenience, and other product/service lines, and referring complex needs to internal specialists. Cross-train to perform required teller duties, take loan applications, meet client service and branch sales targets, and complete ongoing sales, service, and product knowledge training while adhering to internal controls and risk policies.
Location: United States
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, developing and expanding client relationships.
  • •Offer deposit, credit, convenience, and other financial products/services to support client growth and meeting sales targets.
  • •Conduct consultative conversations and refer more complex needs or financial goals to internal specialists.
  • •Handle teller duties as needed and ensure a consistent client experience during transactions (including greeting and assisting within the branch).
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance; take loan applications and advise on consumer lending options.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick DaysRemote Work

Key Requirements

  • •High school diploma (or equivalent)
  • •2 years of client sales and service experience
  • •Experience sourcing/prospecting 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+ yearsBankingRetail bankingClient sales
Education:High School
Skills:Interpersonal skillsCommunicationClient service orientationProblem resolutionMultitasking
Certifications:SAFE compliant (Mortgage Licensing Act)NMLS
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