Relationship Banker/Senior Relationship Banker - Gateway Town Center

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Relationship building","Multitasking","Compliance"]

Provide industry-leading client service in-person and by phone, developing and expanding relationships through consultative conversations and referrals. Deliver financial solutions that meet client needs, support teller duties as needed, and help meet client service and sales targets. Take loan applications, advise on consumer lending options, participate in retail leadership routines, and maintain compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker/Senior Relationship Banker - Gateway Town Center

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

Job Summary

Provide industry-leading client service in-person and by phone, developing and expanding relationships through consultative conversations and referrals. Deliver financial solutions that meet client needs, support teller duties as needed, and help meet client service and sales targets. Take loan applications, advise on consumer lending options, participate in retail leadership routines, and maintain compliance with internal controls, operational procedures, and risk management policies.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance request handling, problem resolution, and sales functions across deposit, credit, and other product lines.
  • •Help meet or exceed client service and individual/branch sales targets by offering products and services to develop and retain relationships.
  • •Conduct consultative conversations and support the team sales process, acting on or referring more complex client needs to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies while ensuring a consistent client service experience (including teller transactions as needed).
Travel: Medium 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.
  • •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 and ongoing regulatory requirements.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationRelationship buildingMultitaskingCompliance
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