Relationship Banker or Senior Relationship Banker - Highway 17 South

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal communication","Problem resolution","Customer focus","Multitasking","Sales-oriented communication"]

Provide exceptional client service in-person and by phone while building and expanding relationships. Use consultative conversations to recommend deposit, credit, convenience, and retirement solutions, help meet client service and sales targets, and refer more complex needs to internal specialists. Cross-train to support teller duties, complete required product and sales training, take loan applications, and follow internal controls and risk-management policies to ensure compliance.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker or Senior Relationship Banker - Highway 17 South

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Canonical indexed version, validated from employer's careers page.

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

Job Summary

Provide exceptional client service in-person and by phone while building and expanding relationships. Use consultative conversations to recommend deposit, credit, convenience, and retirement solutions, help meet client service and sales targets, and refer more complex needs to internal specialists. Cross-train to support teller duties, complete required product and sales training, take loan applications, and follow internal controls and risk-management policies to ensure compliance.
Location: North Carolina
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 while developing and expanding new and existing client relationships.
  • •Conduct consultative conversations to offer products and services focused on developing, expanding, and retaining relationships.
  • •Support the team sales process by acting on or referring more complex client needs to internal specialists.
  • •Cross-train for required teller duties as needed, including teller transactions and branch greeting responsibilities.
  • •Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies to maintain compliance.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days401k Plan

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing and 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 required NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial servicesClient servicesConsumer lending
Education:High School
Skills:Interpersonal communicationProblem resolutionCustomer focusMultitaskingSales-oriented communication
Certifications:SAFE compliantNMLS
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