Relationship Banker/Senior Relationship Banker - The Crescent

Truist Financial
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Interpersonal communication","Consultative selling","Problem resolution","Multi-tasking"]

Provide an industry-leading client service experience in person and by phone, developing and expanding relationships for consumer and small business clients. Use consultative conversations to recommend deposit and credit solutions, take loan applications, and refer more complex needs to internal specialists. Cross-train for teller duties as needed, meet service and sales targets, and support retail community bank leadership routines while staying compliant with internal controls, risk management, and regulatory requirements.

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Truist Financial
Truist Financial
17 hours ago

Relationship Banker/Senior Relationship Banker - The Crescent

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Provide an industry-leading client service experience in person and by phone, developing and expanding relationships for consumer and small business clients. Use consultative conversations to recommend deposit and credit solutions, take loan applications, and refer more complex needs to internal specialists. Cross-train for teller duties as needed, meet service and sales targets, and support retail community bank leadership routines while staying compliant with internal controls, risk management, and regulatory requirements.
Location: Dallas
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance, problem resolution, and sales functions across deposit, credit, and other product/service lines.
  • •Meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining relationships.
  • •Support the team sales process through consultative conversations and referrals for complex needs.
  • •Attend sales, service, and product knowledge meetings, training classes, and web-based learning to improve product and sales knowledge.
  • •Adhere to internal controls, operational procedures, and risk management policies while ensuring compliance with current guidelines.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including meeting applicable NMLS background check requirements.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Client serviceInterpersonal communicationConsultative sellingProblem resolutionMulti-tasking
Licenses:SAFENMLS
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