Relationship Banker or Senior Relationship Banker Mt Pleasant, Charleston or Summerville Area

Truist Financial
Charleston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Interpersonal skills","Communication","Customer service","Problem resolution","Multi-tasking"]

Build and expand client relationships by providing consultative financial solutions in person and by phone, supporting deposits, credit, and other product lines. Meet or exceed individual and branch sales targets through prospecting, relationship building, and referral partnerships. Cross-train to perform teller duties as needed while following risk management, internal controls, and operational procedures. Advance product and sales knowledge through ongoing training and leadership routines.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Mt Pleasant, Charleston or Summerville 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

Build and expand client relationships by providing consultative financial solutions in person and by phone, supporting deposits, credit, and other product lines. Meet or exceed individual and branch sales targets through prospecting, relationship building, and referral partnerships. Cross-train to perform teller duties as needed while following risk management, internal controls, and operational procedures. Advance product and sales knowledge through ongoing training and leadership routines.
Location: Charleston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone while developing and expanding client relationships
  • •Offer financial solutions based on consultative conversations and refer clients to internal specialists when needed
  • •Meet or exceed client service and individual/branch sales targets through relationship development and product/service recommendations
  • •Conduct consultative conversations and support the team sales process; escalate or refer complex needs or financial goals
  • •Advise on consumer lending options and take loan applications while adhering to internal controls, operational procedures, and risk management policies
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick DaysEquity

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 and 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:2+ yearsBankingFinancial servicesRetail banking
Skills:Interpersonal skillsCommunicationCustomer serviceProblem resolutionMulti-tasking
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS
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