Truist Financial

3 weeks ago

Relationship Banker/Sr. Relationship Banker - Rockvale Branch

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Provide industry-leading client service in person and by phone while expanding and maintaining relationships for consumer and small business clients. Use consultative conversations to recommend financial solutions and partner referrals for growth opportunities. Support teller transactions as needed, contribute to client service and branch sales targets, and help clients with deposit, credit, convenience, and other product/service needs. Stay compliant with internal controls, risk management, and SAFE/NMLS mortgage licensing requirements.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide advanced proficiency in routine client maintenance requests, problem resolution, and sales functions across deposit, credit, convenience, and other products/services.
•Help meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining relationships.
•Conduct consultative conversations and support team sales process; act on needs or refer complex goals to internal specialists.
•Advise on consumer lending options and take loan applications.
•Adhere to internal controls, operational procedures, and risk management policies; ensure consistent client service, including possible teller transactions.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

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 and desire to interact with clients and prospects.
•SAFE (Mortgage Licensing Act) compliant within 30 days, including NMLS background check and ongoing regulatory requirements.

Experience:2+ years

Education:High School

Skills:Interpersonal communicationProblem resolutionConsultative sellingMultitaskingCustomer focus

Certifications: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

Website LinkedIn

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Truist Financial

3 weeks ago

Relationship Banker/Sr. Relationship Banker - Rockvale Branch

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Provide advanced proficiency in routine client maintenance requests, problem resolution, and sales functions across deposit, credit, convenience, and other products/services.
•Help meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining relationships.
•Conduct consultative conversations and support team sales process; act on needs or refer complex goals to internal specialists.
•Advise on consumer lending options and take loan applications.
•Adhere to internal controls, operational procedures, and risk management policies; ensure consistent client service, including possible teller transactions.

Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

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 and desire to interact with clients and prospects.
•SAFE (Mortgage Licensing Act) compliant within 30 days, including NMLS background check and ongoing regulatory requirements.

Experience:2+ years

Education:High School

Skills:Interpersonal communicationProblem resolutionConsultative sellingMultitaskingCustomer focus

Certifications: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

Website LinkedIn