Relationship Banker/Senior Relationship Banker - Wylie (DeNovo)

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Customer service orientation"]

Provide in-person and phone client service while building and expanding new and existing customer relationships. Consultatively discuss financial solutions, refer more complex needs to specialists, and support consultative sales to meet individual and branch targets. Handle routine client maintenance and problem resolution, including deposit and credit product needs, and take loan applications for consumer lending. Cross-trained to perform teller duties as needed while following internal controls and risk policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker/Senior Relationship Banker - Wylie (DeNovo)

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Last checked: 17 hours agoStatus: Live

Job Summary

Provide in-person and phone client service while building and expanding new and existing customer relationships. Consultatively discuss financial solutions, refer more complex needs to specialists, and support consultative sales to meet individual and branch targets. Handle routine client maintenance and problem resolution, including deposit and credit product needs, and take loan applications for consumer lending. Cross-trained to perform teller duties as needed while following internal controls and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver industry leading client service in person and on the phone to develop and expand client relationships.
  • •Provide financial solutions based on consultative conversations and referrals to other business partners.
  • •Execute sales and client maintenance activities across deposit, credit, convenience and other product/service lines.
  • •Support the team sales process through consultative conversations and referral of complex needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; may handle teller transactions and perform teller duties as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office; must be SAFE (Mortgage Licensing Act) compliant within 30 days and pass applicable NMLS background check requirements.
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingCustomer service orientation
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