Relationship Banker/SR - Hammock Landing Area

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Problem resolution","Customer service","Multi-tasking"]

Build and expand client relationships by delivering an industry-leading service experience both in person and by phone. Use consultative conversations to understand consumer and small business needs, recommend deposit, credit, convenience, and retirement solutions, and refer more complex cases to internal specialists. Meet individual and branch sales targets, support retail leadership routines, and cross-train to perform teller duties as needed while adhering to controls, operational procedures, and risk policies.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker/SR - Hammock Landing Area

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering an industry-leading service experience both in person and by phone. Use consultative conversations to understand consumer and small business needs, recommend deposit, credit, convenience, and retirement solutions, and refer more complex cases to internal specialists. Meet individual and branch sales targets, support retail leadership routines, and cross-train to perform teller duties as needed while adhering to controls, operational procedures, and risk policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide in-person and phone client service and help develop and expand new and existing client relationships.
  • •Offer financial products and services based on consultative conversations, focusing on developing, expanding, and retaining relationships.
  • •Support the sales process by conducting consultative conversations and acting on or referring complex client needs to internal specialists.
  • •Participate in Truist Retail Community Bank leadership routines and advance product and sales knowledge through trainings and learning.
  • •Adhere to internal controls, operational procedures, and risk management policies; may handle teller transactions and assist with greeting clients and navigating within the branch.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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, including a desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office; must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment (including NMLS background check).
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationProblem resolutionCustomer serviceMulti-tasking
Licenses:SAFE Mortgage Licensing ActNMLS
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