Relationship Banker- Green Valley

Truist Financial
Monrovia
Workplace: OnsiteFull timeUSD 45,760 - 68,500 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Client service mindset","Problem resolution"]

Provide industry-leading client service by building and expanding relationships through consultative conversations for deposit, credit, and other financial product needs. Support sales targets for the branch and individual goals, cross-trained to perform teller duties as needed. Take loan applications, advise on consumer lending options, refer complex needs to internal specialists, and follow risk management, internal controls, and compliance procedures while participating in retail leadership routines.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker- Green Valley

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Provide industry-leading client service by building and expanding relationships through consultative conversations for deposit, credit, and other financial product needs. Support sales targets for the branch and individual goals, cross-trained to perform teller duties as needed. Take loan applications, advise on consumer lending options, refer complex needs to internal specialists, and follow risk management, internal controls, and compliance procedures while participating in retail leadership routines.
Location: Monrovia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide client service in person and on the phone to maintain relationships and resolve routine client issues.
  • •Meet or exceed client service and individual/branch sales targets by recommending products and services that fit client needs.
  • •Conduct consultative conversations and support the team sales process, referring complex needs to internal specialists.
  • •Handle teller transactions as needed and help greet clients and guide them through branch processes.
  • •Advise on consumer lending options and take loan applications while adhering to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 68,500 annually
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 for working 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:BankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient service mindsetProblem resolution
Certifications:NMLSSAFE (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