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Banking Relationship Manager

2 months ago

Houston, Texas, United States Truist Full time
Job Summary

We are seeking a highly skilled and customer-focused individual to join our team as a Universal Banker. As a key member of our retail banking team, you will be responsible for providing exceptional client experiences, building strong relationships, and delivering tailored financial solutions to meet the unique needs of our clients.

Key Responsibilities
  • Deliver a distinctive client experience by engaging clients with a smile, facilitating courteous conversation, and conducting complex and standardized transactions while uncovering client needs.
  • Educate clients on digital, self-service solutions, including ATMs, online, and mobile banking, to make banking easier and enhance their service experience.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
  • Understand the importance of Integrated Relationship Management (IRM) to ensure seamless delivery of Truist expertise and solutions for clients' unique needs.
  • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service, and product knowledge meetings and all applicable training classes and web-based learning.
  • Adhere to internal controls, operational procedures, and risk management policies. Stay informed of all changes in policies and procedures to ensure compliance with current guidelines.
  • Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
Requirements
  • High school diploma or equivalent education
  • Two years of teller or cash handling or client service experience
  • Six months of client relationship building or sales experience
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
  • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
  • Ability to multi-task under time constraints
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications
  • One year of client relationship building or sales experience
  • Knowledge of advanced or complex branch transactions, risk management, and loss prevention
  • Experience with sourcing and prospecting for new clients and client relationship building
  • General understanding of bank operations, policies, and procedures
Benefits

As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during your first year of employment, along with 10 sick days (also prorated), and paid holidays.