Relationship Banker or Senior Relationship Banker - Tuckahoe

Truist Financial
Richmond
Workplace: OnsiteFull timeUSD 45,760 - 62,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Problem resolution","Multi-tasking","Customer service"]

Provide client service in person and by phone while building and expanding new and existing customer relationships. Use consultative conversations to recommend deposit, credit, convenience, and retirement solutions, meeting individual and branch sales targets. Cross-train to perform teller duties as needed, advise on consumer lending options, and refer complex needs to internal specialists. Maintain compliance with operational controls, risk management policies, and evolving banking procedures.

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Truist Financial
Truist Financial
22 hours ago

Relationship Banker or Senior Relationship Banker - Tuckahoe

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

Job Summary

Provide client service in person and by phone while building and expanding new and existing customer relationships. Use consultative conversations to recommend deposit, credit, convenience, and retirement solutions, meeting individual and branch sales targets. Cross-train to perform teller duties as needed, advise on consumer lending options, and refer complex needs to internal specialists. Maintain compliance with operational controls, risk management policies, and evolving banking procedures.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client service in person and by phone, handling routine client maintenance requests and problem resolution.
  • •Meet or exceed client service and individual/branch sales targets by offering relevant products and services.
  • •Conduct consultative conversations, advising on consumer lending options and taking loan applications; refer complex needs to internal specialists.
  • •Support teller duties as needed through cross-training, including conducting transactions and assisting with client navigation in-branch.
  • •Follow internal controls, operational procedures, and risk management policies to stay compliant with current guidelines.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 62,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing and prospecting new clients and building relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBanking
Education:High School
Skills:Interpersonal skillsCommunicationProblem resolutionMulti-taskingCustomer service
Licenses:SAFE (Mortgage Licensing Act)NMLS registration (Mortgage Licensing Act)
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