Relationship Banker or Senior Relationship Banker Cedar Bluff Executive Park

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Customer focus","Multitasking","Problem resolution"]

Build and expand client relationships by providing consultative financial solutions both in person and by phone. Meet individual and branch sales targets through deposit, credit, convenience, and related product recommendations, while referring more complex needs to internal specialists. Cross-train to support teller duties as needed, follow operational controls and risk management policies, and continuously improve product and sales knowledge through ongoing training.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker or Senior Relationship Banker Cedar Bluff Executive Park

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build and expand client relationships by providing consultative financial solutions both in person and by phone. Meet individual and branch sales targets through deposit, credit, convenience, and related product recommendations, while referring more complex needs to internal specialists. Cross-train to support teller duties as needed, follow operational controls and risk management policies, and continuously improve product and sales knowledge through ongoing training.
Location: United States
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 by maintaining relationships and resolving client issues.
  • •Contribute to meeting/exceeding client service and branch sales targets by offering deposit, credit, convenience, and other product and service lines.
  • •Conduct consultative conversations and act on or refer more complex client needs and financial goals to internal specialists.
  • •Support retail community bank leadership routines and cross-training needs, including required teller duties as needed.
  • •Adhere to internal controls, operational procedures, and risk management policies while ensuring compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 in basic computer applications, such as Microsoft Office.
Education:High School
Skills:Interpersonal skillsCommunicationCustomer focusMultitaskingProblem resolution
Licenses:Mortgage Licensing Act
Certifications:SAFE complianceNMLS
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