Relationship Banker/Senior Relationship Banker - Colleyville

Truist Financial
Texas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-focused service","Interpersonal communication","Consultative selling","Multitasking","Problem resolution"]

Provide an industry-leading client service experience by growing and expanding new and existing relationships through consultative conversations in-branch and by phone. Offer appropriate deposit and credit solutions, advise on consumer lending options, and support retail banking sales targets. Handle required teller duties as needed, act on referrals to specialists for complex needs, and maintain compliance with internal controls and risk management policies.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker/Senior Relationship Banker - Colleyville

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide an industry-leading client service experience by growing and expanding new and existing relationships through consultative conversations in-branch and by phone. Offer appropriate deposit and credit solutions, advise on consumer lending options, and support retail banking sales targets. Handle required teller duties as needed, act on referrals to specialists for complex needs, and maintain compliance with internal controls and risk management policies.
Location: Texas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver client service in person and by phone while developing and expanding client relationships.
  • •Offer financial products and services to meet or exceed individual and branch sales targets for deposits, credit, convenience, and other lines.
  • •Support the sales process through consultative conversations and referrals to internal specialists for complex needs.
  • •Be cross-trained to perform required teller duties as needed and handle transactions while greeting clients and navigating branch needs.
  • •Adhere to internal controls, operational procedures, and risk management policies, staying current on policy and procedure changes to maintain compliance.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills, with a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including required NMLS background check and ongoing regulatory requirements.
Experience:BankingRetail bankingFinancial services
Education:High School
Skills:Client-focused serviceInterpersonal communicationConsultative sellingMultitaskingProblem resolution
Licenses:SAFE (Mortgage Licensing Act)
Certifications: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