Relationship Banker or Senior Relationship Banker Dorchester Road

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Client service","Consultative selling","Interpersonal communication","Problem resolution","Multitasking"]

Build and expand client relationships through consultative conversations, providing deposit, credit, and convenience solutions. Meet client service and branch sales targets while supporting the team sales process, handling complex needs through referrals to internal specialists. Cross-train for teller duties as needed, advise on consumer lending and loan applications, and follow internal controls, risk management, and compliance requirements, including SAFE/Mortgage licensing compliance.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker or Senior Relationship Banker Dorchester Road

✓ Verified Job

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

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

Job Summary

Build and expand client relationships through consultative conversations, providing deposit, credit, and convenience solutions. Meet client service and branch sales targets while supporting the team sales process, handling complex needs through referrals to internal specialists. Cross-train for teller duties as needed, advise on consumer lending and loan applications, and follow internal controls, risk management, and compliance requirements, including SAFE/Mortgage licensing compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and by phone, maintaining and expanding client relationships.
  • •Offer products and services across deposits, credit, and other lines to meet service and sales targets.
  • •Conduct consultative conversations and refer more complex client needs to internal specialists.
  • •Support retail community bank leadership routines and attend sales, service, and product knowledge training.
  • •Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionEquity

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
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office
Experience:2+ years
Education:High School
Skills:Client serviceConsultative sellingInterpersonal communicationProblem resolutionMultitasking
Certifications:SAFE (Mortgage Licensing Act)NMLS 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