Relationship Banker or Senior Relationship Banker - Seven Lakes

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client-focused communication","Interpersonal skills","Problem resolution","Multi-tasking","Risk compliance"]

Provide an industry-leading client experience in-person and by phone while building and expanding new and existing client relationships. Use consultative conversations to recommend deposit, credit, convenience, and other financial products, and support meeting individual and branch sales targets. Advise on consumer lending options, complete loan applications, and maintain compliance with internal controls, risk management, and operational procedures. Cross-trained to perform teller duties as needed.

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Truist Financial
Truist Financial
1 month ago

Relationship Banker or Senior Relationship Banker - Seven Lakes

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide an industry-leading client experience in-person and by phone while building and expanding new and existing client relationships. Use consultative conversations to recommend deposit, credit, convenience, and other financial products, and support meeting individual and branch sales targets. Advise on consumer lending options, complete loan applications, and maintain compliance with internal controls, risk management, and operational procedures. Cross-trained to perform teller duties as needed.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and on the phone while developing and expanding client relationships.
  • •Offer products and services to meet client service and individual/branch sales targets, focusing on retention and growth.
  • •Conduct consultative conversations and act on or refer more complex client needs or financial goals to internal specialists.
  • •Advise on consumer lending options and take loan applications.
  • •Adhere to internal controls, operational procedures, and risk management policies, including compliance with applicable guidelines and teller transaction duties as needed.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

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 with 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 services
Education:High School
Skills:Client-focused communicationInterpersonal skillsProblem resolutionMulti-taskingRisk compliance
Certifications:SAFE complianceNMLS
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