Relationship Banker

About This Role

Provide an industry-leading client service experience, both in person and on the phone, by developing and expanding new and existing client relationships. Offer financial solutions, conduct consultative conversations, and refer clients to other business partners to meet their needs and drive business growth.

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; handle teller transactions and share responsibility for greeting clients and helping them navigate within the branch.

Requirements

• 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/transfer of registration and applicable NMLS background check)
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs as required, including temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights

Qualifications

• High school diploma or equivalent education
• 2 years of client sales and service experience

Nice to Have

• 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

Skills

* Required skills

Benefits