Relationship Banker / Senior Relationship Banker - Dacula

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

Serve clients in person and by phone to deepen and expand existing relationships while identifying needs through consultative conversations. Provide deposit, credit, convenience, and other financial solutions, and cross-train to support teller duties as needed. Meet client service and individual/branch sales targets, advise on consumer lending options, and take loan applications. Follow internal controls, risk management, and operational procedures while staying current on policy and product training.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker / Senior Relationship Banker - Dacula

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Serve clients in person and by phone to deepen and expand existing relationships while identifying needs through consultative conversations. Provide deposit, credit, convenience, and other financial solutions, and cross-train to support teller duties as needed. Meet client service and individual/branch sales targets, advise on consumer lending options, and take loan applications. Follow internal controls, risk management, and operational procedures while staying current on policy and product training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver industry-leading client service in person and on the phone through building and expanding client relationships.
  • •Provide financial solutions based on consultative conversations and referrals to internal specialists for complex needs.
  • •Support teller duties as needed by being cross-trained for required teller transactions and related activities.
  • •Conduct consultative conversations and help drive branch sales targets through product and service recommendations.
  • •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 InsuranceDentalVision401k

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 relationships
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects
  • •Demonstrated proficiency with basic computer applications such as Microsoft Office
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:CommunicationInterpersonal skillsProblem-solvingMulti-taskingClient-focused service
Licenses: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