Relationship Banker / Senior Relationship Banker - Shoppes of Monroe

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Consultative selling","Relationship building","Multi-tasking"]

Provide an industry-leading client service experience in person and by phone while building and expanding relationships for consumer and small business clients. Use consultative conversations to match clients with deposit, credit, convenience, and retirement solutions, and refer more complex needs to internal specialists. You’ll be cross-trained for teller duties, support retail leadership routines, develop sales and product knowledge, take loan applications, and ensure adherence to controls, procedures, and risk management policies.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker / Senior Relationship Banker - Shoppes of Monroe

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Provide an industry-leading client service experience in person and by phone while building and expanding relationships for consumer and small business clients. Use consultative conversations to match clients with deposit, credit, convenience, and retirement solutions, and refer more complex needs to internal specialists. You’ll be cross-trained for teller duties, support retail leadership routines, develop sales and product knowledge, take loan applications, and ensure adherence to controls, procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver client service in person and on the phone while maintaining and resolving client needs and performing advanced sales functions across products and services.
  • •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 refer more complex needs or financial goals to internal specialists.
  • •Cross-train to perform required teller duties as needed while ensuring consistent client service and branch engagement.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

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 in basic computer applications, such as Microsoft Office.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationConsultative sellingRelationship buildingMulti-tasking
Certifications:SAFE (Mortgage Licensing Act)NMLS
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