Relationship Banker/Senior Relationship Banker - Wylie (DeNovo)

Truist Financial
Texas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Interpersonal skills","Communication","Client relationship building","Problem resolution","Multitasking"]

Provide an industry-leading client experience in person and by phone by building and expanding relationships with consumer and small business customers. Deliver consultative financial solutions across deposit, credit, convenience, and retirement products, referring complex needs to internal specialists. Cross-train for teller duties as needed, support branch retail community leadership routines, and maintain compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 month ago

Relationship Banker/Senior Relationship Banker - Wylie (DeNovo)

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

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

Job Summary

Provide an industry-leading client experience in person and by phone by building and expanding relationships with consumer and small business customers. Deliver consultative financial solutions across deposit, credit, convenience, and retirement products, referring complex needs to internal specialists. Cross-train for teller duties as needed, support branch retail community leadership routines, and maintain compliance with internal controls, operational procedures, and risk management policies.
Location: Texas
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver an industry-leading client service experience in person and on the phone to develop and expand client relationships.
  • •Provide consultative financial solutions and support sales targets across deposit, credit, and other product and service lines.
  • •Conduct consultative conversations and handle or refer more complex client needs to internal specialists.
  • •Cross-train to perform required teller duties as needed, including teller transactions.
  • •Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies while staying compliant.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPaid Sick

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.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:BankingFinancial services
Education:Bachelor's
Skills:Interpersonal skillsCommunicationClient relationship buildingProblem resolutionMultitasking
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