Relationship Banker/Senior Relationship Banker - Wylie (DeNovo)

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Interpersonal skills","Communication skills","Problem resolution","Multi-tasking","Customer service"]

Provide industry-leading client service in branch and by phone, building and expanding new and existing customer relationships through consultative conversations. Recommend and sell deposit, credit, convenience, and other financial products, including advising on consumer lending options and taking loan applications. Cross-trained to perform teller duties as needed, support sales targets, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker/Senior Relationship Banker - Wylie (DeNovo)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Provide industry-leading client service in branch and by phone, building and expanding new and existing customer relationships through consultative conversations. Recommend and sell deposit, credit, convenience, and other financial products, including advising on consumer lending options and taking loan applications. Cross-trained to perform teller duties as needed, support sales targets, and follow internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver an industry-leading client service experience in person and on the phone by developing and expanding client relationships.
  • •Provide financial solutions based on consultative conversations and refer to other business partners for additional growth opportunities.
  • •Contribute to meeting/exceeding client service and individual/branch sales targets by offering products and services.
  • •Conduct consultative conversations, support the team sales process, and handle or refer more complex client needs or financial goals.
  • •Adhere to internal controls, operational procedures, and risk management policies; cross-trained to perform teller duties as needed.
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 and prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including meeting NMLS background check requirements.
Experience:2+ yearsBankingClient servicesClient sales
Skills:Interpersonal skillsCommunication skillsProblem resolutionMulti-taskingCustomer service
Licenses:SAFE (Mortgage Licensing Act)NMLS 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