Relationship Banker or Senior Relationship Banker Washington Street

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Interpersonal communication","Consultative conversations","Sales orientation","Multi-tasking"]

Provide industry-leading client service in branch and by phone while developing and expanding relationships. Deliver consultative financial solutions for deposit and credit needs, cross-trained for teller duties, and support consultative conversations that drive meeting client service and individual/branch sales targets. Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies, including completing required mortgage licensing compliance and ongoing knowledge-building.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
22 hours ago

Relationship Banker or Senior Relationship Banker Washington Street

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Provide industry-leading client service in branch and by phone while developing and expanding relationships. Deliver consultative financial solutions for deposit and credit needs, cross-trained for teller duties, and support consultative conversations that drive meeting client service and individual/branch sales targets. Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies, including completing required mortgage licensing compliance and ongoing knowledge-building.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop and expand new and existing client relationships, delivering an industry-leading service experience in person and by phone.
  • •Offer products and services focused on developing, expanding, and retaining client relationships to meet client service and sales targets.
  • •Conduct consultative conversations and refer or act on more complex client needs or financial goals to internal specialists.
  • •Cross-train and perform required teller duties as needed, including teller transactions and branch client greeting/navigation.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications, such as Microsoft Office.
Experience:2+ years
Education:High School
Skills:Client serviceInterpersonal communicationConsultative conversationsSales orientationMulti-tasking
Licenses:SAFE (Mortgage Licensing Act) compliant within 30 days of employment (NMLS registration/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