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 ResponsibilitiesFollowing 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.Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.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.Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.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.Advises on consumer lending options and takes loan applications.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.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.QualificationsThe 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.High school diploma or equivalent education2 years of client sales and service experienceExperience with sourcing and prospecting for new clients and client relationship buildingExcellent interpersonal and communication skills, including a desire to interact with clients and prospectsDemonstrated proficiency in basic computer applications, such as Microsoft OfficeMust 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 requirementsAbility to multi-task under time constraintsAbility to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changesAbility to work weekends and/or extended hours with occasional travel and overnights may be includedGeneral 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.
$41.71k - $65k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedPart timeLocal areaImmediate startDay shift- ...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursWeekend workDay shift
$48.43k - $57.92k
...Relationship Banker IIAt 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, and meeting those needs by proactively offering appropriate products, services, and...SuggestedFlexible hours- ...Job DescriptionAt 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 create meaningful...Suggested
- ...Job TitleResponsibilities include but are not limited to:Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.Deliver exceptional customer service in alignment with the...Suggested
- Valley Bank is hiring a Banking Service Professional (Personal Banker) to support sales and service activities within the banking... ...achieving service and sales goals. Responsibilities include growing relationships, providing excellent service, and promoting online/mobile...Work at office
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...Temporary workWork experience placementImmediate start
- Regions Bank is seeking a Relationship Banker II in Miami, FL. The role focuses on meeting customers’ financial needs, proactively offering Regions’ products, and driving growth in retail and business banking. Strong communication and team collaboration are essential for...
- ...clients on digital banking tools and help with transactions in a fast-paced branch environment. The role emphasizes building trusted relationships, identifying client needs, and delivering solutions across cash handling, mobile/online banking, and ATM services. Strong...
- A leading financial institution is seeking a Senior Relationship Banker in Miami to manage client relationships and sales initiatives. This role requires 4 years of client service experience, strong interpersonal skills, and knowledge of banking products. Responsibilities...
- First Horizon Bank is seeking a motivated banking professional in a client-focused role in the Miami area. You will engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with emphasis on deposits, loans...
- ...sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth,...Temporary workWork at office
$41.58k
...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...Full timeFlexible hours$48.43k
...Relationship Banker II 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, and meeting those needs by proactively offering appropriate products, services,...Full timeFlexible hours- Regions Bank in Coral Gables, FL is seeking a Senior Relationship Banker to meet with customers and prospects, assess financial needs, and recommend Regions products and services to help them achieve their financial goals. The full-time role involves outbound calls, cross...Full time
- ...to solutions that meet their financial goals executing the bank's risk culture and striving for operational excellence building relationships with clients to meet financial needs following established processes and guidelines in daily activities to do what is right for...Weekend work
$54.6k
...update your information by visiting and logging into the careers section of the system. Job Description At Regions, the Senior Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,...Full timeFlexible hours- Regions in Miami is seeking a Relationship Banker I to deliver exceptional customer service on the cash line and by phone, while enhancing customers' financial wellbeing. You will resolve inquiries, open products, and educate clients on digital banking options. The role...Full time
- ...clients to solutions that meet their financial goals Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes, guidelines, laws, and regulations Partner with experts in...Weekend work
- ...clients to solutions that meet their financial goals Execute the bank’s risk culture and pursue operational excellence Build client relationships to meet financial needs Partner with experts in small business, lending, and investments to grow business knowledge and network...Weekend work
- Jobtailor in Miami seeks a client-focused banker to engage clients in the lobby, educate them on mobile/online banking and ATMs, and process cash transactions accurately. You will build relationships, understand financial goals, and connect clients to suitable solutions...Weekend work
- FirstBank Florida in Miami is seeking a Personal Banker to promote and service deposit products, open various account types, and refer clients to Treasury and Lending specialists. You will handle customer requests, ensure policy compliance, and support teller duties as...Work at office
- ...products penetration. Promote and Cross-sell Products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Responsibilities:Promote and...Work experience placement
- ...opportunity to contribute to the companys success. As a Personal Banker within PNC's Retail Bank 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 experience placementWork at officeShift work
- ...client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.Executes and/or... ...the Team Leader / Manager.Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.Is called...Work experience placementH1bWorldwideFlexible hours
- ...Senior Private Banker Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join... ...this role, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with...
- ...Bank OZK benefits.Job Purpose & ScopeResponsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful,...Work at officeLocal areaDay shift
- ...Chase is seeking a Relationship Banker to represent our brand with hospitality, leveraging banking solutions and technology to serve clients. You will build enduring relationships, manage portfolios, and provide thoughtful financial solutions that fit client needs. The...Afternoon shift
- ...Private Banker Banco Sabadell is seeking a Private Banker to join a dynamic team within one of the fastest growing banks in Florida... ...banking customer with whom an advised or managed account relationship exist. Make any and all necessary efforts and diligences leading...Work at office
- ...About the job Senior Private Banker Our client, a global private bank in Miami is recruiting Private Bankers covering LATAM and Brazil. This is a client facing role with the opportunity to sell not only securities but to participate in referral efforts...
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