Relationship Banker or Senior Relationship Banker Pleasantburg

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

Deliver industry-leading client service in person and by phone while building and expanding new and existing client relationships. Provide consultative financial solutions, handle routine client maintenance and problem resolution, and support teller duties through cross-training. Partner with internal specialists for more complex needs, help meet client service and branch sales targets, advise on consumer lending and take loan applications, and stay compliant with operational controls and risk policies.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker or Senior Relationship Banker Pleasantburg

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Deliver industry-leading client service in person and by phone while building and expanding new and existing client relationships. Provide consultative financial solutions, handle routine client maintenance and problem resolution, and support teller duties through cross-training. Partner with internal specialists for more complex needs, help meet client service and branch sales targets, advise on consumer lending and take loan applications, and stay compliant with operational controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance, problem resolution, and sales functions for deposit, credit, and other product/service lines.
  • •Meet or exceed client service and individual/branch sales targets by offering products and services focused on developing and retaining relationships.
  • •Support the team sales process through consultative conversations and act upon or refer more complex client needs to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Follow internal controls, operational procedures, and risk management policies while ensuring a consistent, courteous client service experience, including greeting clients and assisting with branch navigation.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

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 with a desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
Experience:2+ years
Education:High School
Skills:Interpersonal communicationProblem resolutionCustomer serviceMulti-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