Relationship Banker / SrRB - Tuscawilla

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 4+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client relationship building"]

Build and expand client relationships by delivering consultative financial solutions and meeting service and sales targets. Handle advanced client maintenance requests, problem resolution, and advise on consumer lending options, including taking loan applications. Conduct consultative conversations, refer complex needs to internal specialists, and support teller duties through cross-training as needed. Lead branch sales initiatives, stay current on policies and risk management, and participate in Retail Community Bank leadership routines.

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Truist Financial
Truist Financial
5 days ago

Relationship Banker / SrRB - Tuscawilla

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Source: Company careers pageValidated by: Fursa AI
Last checked: 45 minutes agoStatus: Live

Job Summary

Build and expand client relationships by delivering consultative financial solutions and meeting service and sales targets. Handle advanced client maintenance requests, problem resolution, and advise on consumer lending options, including taking loan applications. Conduct consultative conversations, refer complex needs to internal specialists, and support teller duties through cross-training as needed. Lead branch sales initiatives, stay current on policies and risk management, and participate in Retail Community Bank leadership routines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience and develop and expand new and existing client relationships.
  • •Exercise advanced proficiency with routine client maintenance requests and problem resolution, including sales functions across deposits, credit, and other product/service lines.
  • •Conduct consultative conversations and support the team sales process, acting on or referring 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 participating in Retail Community Bank leadership routines and completing required training.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysDisability

Key Requirements

  • •High school diploma or equivalent education.
  • •4 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills and the desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including NMLS background check and meeting regulatory requirements.
Experience:4+ yearsBankingFinancial servicesClient service
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient relationship building
Licenses:SAFE (Mortgage Licensing Act)NMLS
Languages:English
Tech Stack:Microsoft OfficeMicrosoft

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