Relationship Banker or Senior Relationship Banker - Woodcroft

Truist Financial
Durham
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer service","Multi-tasking","Sales focus"]

Provide in-person and phone client service while building and expanding new and existing customer relationships through consultative conversations. Offer financial solutions across deposit, credit, convenience, and other product lines, and refer more complex needs to internal specialists. Cross-train to support teller duties as needed, help drive individual and branch sales targets, and stay current on bank policies, risk management, and sales/product training requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
3 days ago

Relationship Banker or Senior Relationship Banker - Woodcroft

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 45 minutes agoStatus: Live

Job Summary

Provide in-person and phone client service while building and expanding new and existing customer relationships through consultative conversations. Offer financial solutions across deposit, credit, convenience, and other product lines, and refer more complex needs to internal specialists. Cross-train to support teller duties as needed, help drive individual and branch sales targets, and stay current on bank policies, risk management, and sales/product training requirements.
Location: Durham
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone while developing and expanding client relationships.
  • •Offer deposit, credit, and other product/service solutions based on consultative conversations and referrals.
  • •Support the team sales process through consultative discussions and escalation/referral of complex needs.
  • •Cross-train to perform required teller duties as needed, including teller transactions.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid Holidays

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.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
Experience:BankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationCustomer serviceMulti-taskingSales focus
Certifications:SAFE (Mortgage Licensing Act) compliantNMLS background check
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