Relationship Banker or Senior Relationship Banker West Poinsett *Saturday Required*

Truist Financial
South Carolina
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client service","Interpersonal skills","Communication skills","Multitasking","Problem resolution"]

Build and expand client relationships by providing consultative financial solutions in person and by phone. Meet client service and branch sales targets through deposits, credit, and other product recommendations, including advising on consumer lending and taking loan applications. Support the retail team’s sales process by conducting client conversations and referring complex needs to specialists, while also performing cross-trained teller duties as required and adhering to controls, policies, and risk management.

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Truist Financial
Truist Financial
2 months ago

Relationship Banker or Senior Relationship Banker West Poinsett *Saturday Required*

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

Job Summary

Build and expand client relationships by providing consultative financial solutions in person and by phone. Meet client service and branch sales targets through deposits, credit, and other product recommendations, including advising on consumer lending and taking loan applications. Support the retail team’s sales process by conducting client conversations and referring complex needs to specialists, while also performing cross-trained teller duties as required and adhering to controls, policies, and risk management.
Location: South Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and on the phone while building and expanding new and existing client relationships.
  • •Meet or exceed client service and individual/branch sales targets by offering deposit, credit, convenience, and other products and services.
  • •Conduct consultative client conversations and refer or act on more complex client needs or financial goals through internal specialists.
  • •Advance product and sales knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
  • •Adhere to internal controls, operational procedures, and risk management policies; handle teller transactions and support branch client greeting and guidance as needed.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid 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 with a strong desire to interact with clients and prospects.
  • •Demonstrated proficiency with basic computer applications such as Microsoft Office.
Education:High School
Skills:Client serviceInterpersonal skillsCommunication skillsMultitaskingProblem resolution
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