Relationship Banker
SunTrust Investment Services, Inc.
Job TitleResponsible 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 Responsibilities1. 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.QualificationsRequired Qualifications:1. High school diploma or equivalent education2. 2 years of client sales and service experience3. Experience with sourcing and prospecting for new clients and client relationship building4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects5. Demonstrated proficiency in basic computer applications, such as Microsoft Office6. 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 requirements7. Ability to multi-task under time constraints8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:1. Associate's degree or higher2. Demonstrated ability to handle multiple priorities under time constraints3. Excellent verbal and written communication skills4. Ability to respond in a professional manner with a high level of service quality5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients6. Demonstrated ability in meeting or exceeding sales goals7. General understanding of bank operations, policies and procedures
- ...about people, and we're making a difference one client and one banker at a time. Rooted in service and family, our core values make... ...locally owned and growing Southeastern markets in three states. Our relationship-first approach to banking is backed by our commitment to...SuggestedContract workWork at officeImmediate startRemote work
- ...Requirements enthusiastic, highly motivated self-starter with a strong work ethic collaborates effectively to build and nurture strong relationships confident in identifying solutions for new and existing clients effective and confident communicator ability to learn and adapt...SuggestedWeekend work
$48.43k - $57.92k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...SuggestedFull timeFlexible hours- ...Relationship Banker-Atlanta Market Atlanta, Georgia;Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...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...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk‑in customers... ...for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Customer Experience Banker Non NMLSOur branch banking roles offer a welcoming and inclusive team environment where you are empowered... ...for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...Work at officeLocal areaDay shift
- Ameris Bank is seeking a Personal Banker in Atlanta to serve customers by building financial profiles, identifying needs, and cross-selling appropriate products and services. You will open new accounts, service existing ones, and help clients achieve their financial goals...
$48.43k - $57.92k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...Full timeFlexible hours- Regions Bank is hiring a Relationship Banker II in Atlanta, GA. You will meet with customers and prospects, assess financial needs, and proactively offer appropriate Regions products and guidance to help achieve their financial goals. The role emphasizes relationship-building...
- Regions Bank in Mableton, GA, is seeking a Relationship Banker II to meet customer financial needs by offering suitable products and guidance. The role emphasizes proactive service, sales thinking, and teamwork for growth and mobility. The position includes incentive-based...
- ...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...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- A leading financial services firm in Atlanta is seeking a Relationship Banker to provide exceptional service and build lasting client relationships. This role requires over a year of sales experience in Retail Banking, with a focus on understanding client needs and recommending...
- TheBank in Atlanta, GA is seeking an experienced Business Banker to develop and grow commercial banking relationships. This role focuses on building a balanced portfolio of C&I and owner-occupied real estate loans while delivering lending and deposit solutions to small...
- ...seeking a client-focused professional to deliver industry-leading service in person and by phone, developing and expanding client relationships while providing financial solutions. The role includes cross-training to perform teller duties, advising on lending options,...
$158.4k - $237.6k
...: $158,400.00 - $237,600.00Category: Commercial and Business Sales, Professional, Banking & InternationalCompany: CitiSeeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi’s Commercial Bank (CCB). Target market includes companies in...Full time- ...and outstanding client service. You will educate clients on digital banking, assist with outbound calls, and support Integrated Relationship Management (IRM) activities to meet client needs. The position requires a high school diploma, 2 years of teller or cash handling...Full timeWeekend work
- ...profiles, identifying customer needs, and cross‑selling and up‑selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Performs other projects and duties as...Work experience placementWork at officeFlexible hours
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker within PNC's retail banking organization, you will be based in Atlanta, Georgia, at the Pardo location. PNC is an in-office company...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...TwinThread is seeking a Private Banker in Atlanta, GA. The ideal candidate will manage client relationships and advise on wealth management using extensive financial expertise. You will work collaboratively within J.P. Morgan's U.S. Private Bank to deliver exceptional...
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Full timeWork experience placementWork at office
- ...banking institution to identify top talent for a Commercial Banking Relationship Manager opportunity focused on the North Atlanta market. This... ...values proactive business development, collaboration, and bankers who take ownership of the complete client relationship...
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships.Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork at office
- ...profiles, identifying customer needs, and cross-selling and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Performs other projects and duties as...Work experience placementWork at officeFlexible hours
- ...Fifth Third Bank in Atlanta is seeking a Retail Personal Banker I, after a 4–8 week onboarding and education program with rotations... ...needs and to grow the customer base through cross‑selling and relationship development. The position emphasizes risk management, policy adherence...
- ...FinTrust Connect is partnering with a well-capitalized regional bank to identify a Commercial Banking Relationship Manager for the North Atlanta market, Alpharetta, GA. The role seeks an experienced producer who can develop C&I relationships, generate loans and deposits...
- ...Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in East Point, Georgia to provide exceptional customer service and strengthen relationships with consumer and business clients. This role emphasizes proactive identification of customer needs, product...Flexible hours
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
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