Relationship Banker/Senior Relationship Banker - Addison

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Problem resolution","Multitasking"]

Provide an industry-leading client experience in person and by phone while building and expanding relationships. Use consultative conversations to deliver deposit, credit, and retirement solutions, contribute to meeting client service and branch sales targets, and refer more complex needs to internal specialists. Cross-train for teller duties as needed, advise clients on consumer lending and take loan applications, and follow internal controls, operational procedures, and risk management policies to ensure compliance.

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Truist Financial
Truist Financial
16 hours ago

Relationship Banker/Senior Relationship Banker - Addison

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Provide an industry-leading client experience in person and by phone while building and expanding relationships. Use consultative conversations to deliver deposit, credit, and retirement solutions, contribute to meeting client service and branch sales targets, and refer more complex needs to internal specialists. Cross-train for teller duties as needed, advise clients on consumer lending and take loan applications, and follow internal controls, operational procedures, and risk management policies to ensure compliance.
Location: United States
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service both in person and by phone and develop/expand new and existing client relationships.
  • •Offer financial solutions through consultative conversations to meet client needs and support deposit, credit, and other product/service growth.
  • •Conduct consultative conversations and act upon or refer more complex client needs or financial goals to internal specialists.
  • •Cross-train to perform required teller duties as needed and ensure a consistent client service experience during transactions.
  • •Adhere to internal controls, operational procedures, and risk management policies while advising on consumer lending options and taking loan applications.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeavePaid Holidays

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
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsProblem resolutionMultitasking
Licenses:SAFE (Mortgage Licensing Act) compliant
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