Relationship Banker / Senior Relationship Banker - Heritage Oaks

Truist Financial
San Antonio
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Problem resolution","Sales focus","Customer service","Multi-tasking"]

Build and expand client relationships by delivering consultative financial solutions in person and over the phone. Meet individual and branch sales and service targets through deposit, credit, convenience, and other product conversations, including sourcing new clients and handling referrals to internal specialists. Handle client maintenance requests and resolve problems while following internal controls, operational procedures, and risk policies. Cross-trained to perform teller duties as needed.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker / Senior Relationship Banker - Heritage Oaks

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 minutes agoStatus: Live

Job Summary

Build and expand client relationships by delivering consultative financial solutions in person and over the phone. Meet individual and branch sales and service targets through deposit, credit, convenience, and other product conversations, including sourcing new clients and handling referrals to internal specialists. Handle client maintenance requests and resolve problems while following internal controls, operational procedures, and risk policies. Cross-trained to perform teller duties as needed.
Location: San Antonio
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 and growing client relationships.
  • •Deliver deposit and credit product solutions through consultative conversations, focusing on developing, expanding, and retaining clients.
  • •Support the team sales process by identifying client needs and acting on or referring complex goals to internal specialists.
  • •Contribute to teller and branch activities as cross-training is required, including teller transactions and client navigation in the branch.
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •High school diploma (or equivalent).
  • •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.
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including NMLS background check and meeting regulatory requirements.
Experience:Financial servicesBanking
Education:High School
Skills:Interpersonal communicationProblem resolutionSales focusCustomer serviceMulti-tasking
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