Relationship Banker / SrRB - South Beach

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 4+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Problem resolution","Consultative conversations","Multi-tasking"]

Provide industry-leading service by building and expanding client relationships through consultative conversations and referrals. Meet client service and individual/branch sales targets by recommending deposit, credit, convenience, and other products, while advising on consumer lending and taking loan applications. Lead sales initiatives within the branch and serve as an expert resource, including cross-training for teller duties. Ensure compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker / SrRB - South Beach

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Last checked: 5 hours agoStatus: Live

Job Summary

Provide industry-leading service by building and expanding client relationships through consultative conversations and referrals. Meet client service and individual/branch sales targets by recommending deposit, credit, convenience, and other products, while advising on consumer lending and taking loan applications. Lead sales initiatives within the branch and serve as an expert resource, including cross-training for teller duties. Ensure compliance with internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop and expand client relationships by providing consultative conversations and referrals to other partners for additional growth opportunities.
  • •Meet or exceed client service as well as individual and branch sales targets by offering products and services and retaining clients.
  • •Support the team sales process by acting on or referring more complex client needs and financial goals to internal specialists.
  • •Cross-train as needed to perform required teller duties and conduct teller transactions while providing professional client service.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •4 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.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
Experience:4+ years
Education:High School
Skills:Interpersonal skillsCommunication skillsProblem resolutionConsultative conversationsMulti-tasking
Certifications:SAFE (Mortgage Licensing Act) compliantNMLS background check
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