Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker / SR - Coastland Center

SunTrust Investment Services, Inc.

Job Title

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time.

1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.

2. Contributes 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.

3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.

4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.

5. Commits 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.

6. Advises on consumer lending options and takes loan applications.

7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Qualifications

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High school diploma or equivalent education

2. 2 years of client sales and service experience

3. Experience with sourcing and prospecting for new clients and client relationship building

4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

5. Demonstrated proficiency in basic computer applications, such as Microsoft Office

6. 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. Successful candidates must also meet ongoing regulatory requirements

7. Ability to multi-task under time constraints

8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. Associate's degree or higher

2. Demonstrated ability to handle multiple priorities under time constraints

3. Excellent verbal and written communication skills

4. Ability to respond in a professional manner with a high level of service quality

5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients

6. Demonstrated ability in meeting or exceeding sales goals

7. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace.

SunTrust Investment Services, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker / SR - Coastland Center in Naples, FL vacancy
  •  ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...  ...small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Naples, FL
    5 days ago
  • $86.6k - $119k

     ...hire the "best" candidates. We are seeking a Digital Delivery Coordinator to support the design and execution of cutting-edge data center projects. This role will report to the Digital Delivery Manager and collaborate closely with project delivery teams, engineering... 
    Senior
    Full time
    Work at office
    Remote work

    Jacobs

    Naples, FL
    1 day ago
  •  ...career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible...  ...Manage and maintain relationships with clients by earning trust, thoroughly...  ...care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Naples, FL
    3 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are...  ...Manage and maintain relationships with clients by earning trust, thoroughly...  ...care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    Chase

    Naples, FL
    5 days ago
  • $39.6k

     ...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to... 
    Suggested
    Full time
    Flexible hours

    Regions Financial

    Naples, FL
    4 days ago
  •  ...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will...  ...ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group, Inc.

    Naples, FL
    4 days ago
  •  ...Personal Banker Associate I Make banking a Fifth Third better We connect great people...  .... The Personal Banker I is a Financial Center position focused on using the consultative...  ...and/or deepening existing customer relationships through a variety of activities, including... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Naples, FL
    4 days ago
  •  ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-...  ...family. The Personal Banker I is a Financial Center position focused on using the consultative...  ...and/or deepening existing customer relationships through a variety of activities, including... 
    Work experience placement
    Work at office

    Fifth Third Bank

    Naples, FL
    5 days ago
  • $23 - $24.5 per hour

     ...Twitter and Instagram @audubonsociety. Position Summary The Senior Center Assistant will support the Blair Visitor Center operations and...  ...administrative support role. Excellent customer service and relationship building skills. Excellent communication and interpersonal... 
    Senior
    Full time
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Audubon

    Naples, FL
    5 days ago
  •  ...Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of...  .... • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients... 
    Senior
    Full time
    Work at office

    First Horizon Bank

    Naples, FL
    4 days ago
  •  ...built his career with the organization. Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating, fishing...  ...and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing... 
    Internship
    Work at office
    Home office
    Visa sponsorship
    Flexible hours

    Northwestern Mutual

    Naples, FL
    1 day ago
  •  ...partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including...  ...of ethics.   Operational efficiency ~ Assist banking center associates with all aspects of daily operations as needed,... 
    Full time
    Work at office

    First Horizon Bank

    Naples, FL
    19 days ago
  •  ...partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including...  ...of ethics.   Operational efficiency ~ Assist banking center associates with all aspects of daily operations as needed,... 
    Full time
    Work at office

    First Horizon Bank

    Naples, FL
    9 days ago
  •  ...National law firm has a Sr Paralegal Position in Naples, Florida. This is a direct hire role with a full benefits package. They are looking for someone who can prepare probate pleadings, federal estate tax returns, trust and/or estate accountings and funding calculations... 
    Senior

    KOSMOS

    Naples, FL
    2 days ago
  •  ...built his career with the organization. Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating,...  ...analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations... 
    Internship
    Work at office
    Home office
    Flexible hours

    Northwestern Mutual - Lawhon Network

    Naples, FL
    a month ago
  •  ...addressing client portfolio inquiries  Maintain and cultivate client relationships via approved mediums of communication Create and prepare...  ...when they arise  Compliance, Operations, IT, Training Center, etc. Set performance expectations and goals for assigned Client... 
    Full time
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    Moors & Cabot Inc

    Naples, FL
    a month ago
  •  ...setting, preferably in financial counseling or billing=Required Experience working with mental health or substance use treatment centers is a plus=Preferred Skills: Strong understanding of, insurance processes, and financial assistance programs Excellent communication... 
    Full time
    Work at office
    Local area
    Immediate start
    Relocation package

    David Lawrence Center

    Naples, FL
    1 day ago
  •  ...The Small Business Administration (SBA) Banker II is responsible for leading business development...  ...portfolio of business and corresponding relationships, while seeking new accounts through...  ...structure. Maintain and expand a mature Center of Influence (COI) base of community and... 
    Temporary work
    Work at office
    Local area

    Seacoast Bank

    Naples, FL
    2 days ago
  •  ...you will be involved in sourcing, initiating, and developing relationships with prospective, ultra-high net worth clients in partnership...  ...owned by one family. Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    5 days ago
  •  ...an Associate Wealth Advisor to support the development of new relationships with ultra-high-net-worth individuals and families. This is a...  ...referral sources. Build relationships with prospective clients, centers of influence, and industry professionals. Attend networking... 
    Work at office

    Leeds Professional Resources

    Naples, FL
    1 day ago
  •  ...disclosures, and coordinate the process with assigned processing center. Input loans into appropriate Automated Underwriting System...  ...at all times. Ability to build and maintain work relationships and contacts needed to effectively address issues and obstacles... 
    Senior
    Local area

    Newrez

    Naples, FL
    5 days ago
  • $100k

     ...Minneapolis is looking for a Senior Service Advisor who sets the standard for client experience in the service drive. You'll own the relationship from check-in to delivery, acting as the bridge between our clients and our technical team — ensuring every interaction reflects... 
    Senior

    Walser Automotive Group

    Naples, FL
    1 day ago
  •  ...We are seeking an experienced Sr Project Manager to lead the planning and delivery of complex, high-impact projects from initiation through to completion. This role will be responsible for establishing project objectives, scope, timelines, budgets and governance arrangements... 
    Senior
    Contract work

    EWI Recruitment

    Naples, FL
    5 days ago
  •  ...Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of...  ...stakeholders. Develop client relationships through internal banker referral partners and external COIs. Surround your clients with... 
    Senior
    Full time
    Work at office

    First-Horizon-Bank

    Naples, FL
    3 days ago
  •  ...alters drug therapies, and performs other procedures with education and experience within established protocol in collaborative relationship with a Physician(s). Qualifications Master's degree in Nursing or Doctorate of Nursing (DNP) APRN State of Florida Licensure - maintain... 
    Senior
    Shift work
    Weekend work

    Miami Children's Hospital

    Naples, FL
    2 days ago
  •  ...Document patient progress accurately using EMR. Collaborate with a multidisciplinary team to deliver holistic, patient-centered care. Contribute to a positive, clean, and professional clinic environment that reflects H2 Health’s culture of excellence.... 
    Senior
    Full time
    Flexible hours

    H2 Health

    Naples, FL
    2 days ago
  •  ...partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including...  ...code of ethics. Operational efficiency Assist banking center associates with all aspects of daily operations as needed, including... 
    Work at office

    First Horizon Bank

    Naples, FL
    3 days ago
  •  ...planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE,... 
    Full time
    1 day per week

    Fidelity Communications

    Naples, FL
    2 days ago
  •  ...Florida. We are looking for someone who is confident building relationships, identifying customer needs, and helping clients protect what...  ..., collaborative agency setting Growth-focused culture centered on service, effort, and results Apply If you are motivated... 
    Full time
    Work at office

    Jada Ashbacher - Allstate

    Naples, FL
    a month ago
  •  ...planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE,... 
    Full time
    1 day per week

    Fidelity Investments

    Naples, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker / SR - Coastland Center. Be the first to apply!