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Relationship Banker
2 months ago
Job Title: Relationship Banker
Job Summary:
We are seeking a highly skilled and experienced Relationship Banker to join our team at Truist Inc. As a Relationship Banker, you will be responsible for providing exceptional client service and building strong relationships with our clients.
Key Responsibilities:
- Exercise advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience, and other product and service lines.
- Contribute to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding, and retaining relationships.
- Support team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service, and product knowledge meetings, applicable training classes, and web-based learning.
- Advise on consumer lending options and take loan applications.
- 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.
- Ensure a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
Qualifications:
- High school diploma or equivalent education.
- 2 years of client sales and service experience.
- Experience with sourcing and prospecting for new clients and client relationship building.
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office.
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness, and criminal background standards.
- Ability to multi-task under time constraints.
- 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:
- Associate's degree or higher.
- Demonstrated ability to handle multiple priorities under time constraints.
- Excellent verbal and written communication skills.
- Ability to respond in a professional manner with a high level of service quality.
- Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer and small business clients.
- Demonstrated ability in meeting or exceeding sales goals.
- General understanding of bank operations, policies, and procedures.
Benefits:
Truist offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Equal Opportunity Employer:
Truist is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.