Relationship Banker or Senior Relationship Banker Greenville, Piedmont or Easley Area

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

Provide in-person and phone client service by building and expanding relationships through consultative conversations. Offer financial solutions aligned to client needs, support teller duties as needed, and help meet client service and branch sales targets. Conduct consultative sales conversations, refer complex needs to specialists, and maintain compliance with internal controls, operational procedures, and risk management policies. Take loan applications and advise on consumer lending options.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Greenville, Piedmont or Easley Area

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide in-person and phone client service by building and expanding relationships through consultative conversations. Offer financial solutions aligned to client needs, support teller duties as needed, and help meet client service and branch sales targets. Conduct consultative sales conversations, refer complex needs to specialists, and maintain compliance with internal controls, operational procedures, and risk management policies. Take loan applications and advise on consumer lending options.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client maintenance support, problem resolution, and advanced sales related to deposit, credit, and other product and service lines.
  • •Meet client service and individual/branch sales targets by developing, expanding, and retaining relationships.
  • •Support the team sales process through consultative conversations and acting on or referring complex client needs to internal specialists.
  • •Take loan applications and advise on consumer lending options.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionRsus

Key Requirements

  • •High school diploma or equivalent.
  • •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.
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including meeting applicable NMLS background check standards.
Experience:2+ years
Skills:Interpersonal skillsCommunicationMulti-tasking
Licenses:SAFE (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