Relationship Banker/SR - Wynwood
Truist
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.
- 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.
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.
- 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. Successful candidates must also meet ongoing regulatory requirements
- 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
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.
Truist- ...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...SeniorFull timeTemporary workPart timeWork at officeShift workNight shiftWeekend workDay shift
$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- ...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...Senior
- ...South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with...Senior
- ...on the adaptation to market needs and the close and strategic relationship with customers, resulting in client loyalty and long-term customer... .... Job Description Banco Sabadell is seeking a Private Banker to join a dynamic team within one of the fastest growing banks...SeniorPermanent employmentFull timeWork at office
- ...Banking Search are working with a leading international wealth management institution. They are looking to hire a Senior Private Banker/Relationship Manager to join their Miami-based wealth management team. The successful candidate will focus on advising high-net-worth...SeniorFull time
- ...Job Description 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 create...Full timeFlexible hours
- ...client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. 2. Executes and... ...Team Leader / Manager. 11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. 12....SeniorWork experience placementH1bWorldwideFlexible hours
- ...Job Title Responsibilities 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...
$54.6k - $63.77k
...information by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,...SeniorFull timeWork at officeFlexible hours- ...Responsible for providing an industry leading client service experience 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...Temporary workWork at officeNight shiftWeekend work
- ...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 work
$22.5 - $29 per hour
...Personal & Commercial Banking Job Description: This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by...Work at office- JPMorgan Chase & Co. is seeking a Relationship Banker to join a Chase Branch, delivering welcoming service and leveraging banking technology to solve client needs. You will acquire, manage, and retain meaningful client relationships while offering thoughtful financial solutions...Weekend workAfternoon shift
- ...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 work
- 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 bank's mission, engaging customers with friendly, professional...
- ...Personal & Commercial BankingJob Description:This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering...Work at officeLocal areaWork from homeFlexible hours
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Full timeTemporary workPart timeWork experience placementWork 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
- Job ResponsibilitiesResponsibilities include, but are not limited to:Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.Knowledge of all Bank products ...
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive... ...a national team of likeminded, passionate Innovation Economy bankers JPMorganChase, one of the oldest financial institutions, offers...
- ...Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Work experience placementWork at office
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing...Full time- ...commission structure that is paid out monthly. Key Requirements: Has a minimum of 5 years as a charter broker. Existing relationships with existing US based operators. Excellent written and verbal communication skills. Has a minimum of 5 years in Sales or...Senior
- Job Title Job Description First BanCorp
- ...Private Banker Associate We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and...
- Member Advisor The Member Advisor provides exceptional member service by serving as a consultant to members on a wide variety of deposit and loan transactions/inquiries including new accounts and loan applications/closings, resolving member issues accurately and in ...Full timeTemporary workLocal area
- #7295 Miami, Florida, United States Locations Miami , Florida , United States Job Description Sign-on bonus of $1,000 to be paid after six months of continuous service. SUMMARY: This role, which performs all transactions typical associated with both the Teller Line ...SeniorWork at officeRelocation packageShift workNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker/SR - Wynwood. Be the first to apply!
- private banker Miami, FL
- personal banker Miami, FL
- private mortgage banker Miami, FL
- senior service associate Miami, FL
- senior safety specialist Miami, FL
- senior vice president of business development Miami, FL
- senior service designer Miami, FL
- senior sales recruiter Miami, FL
- senior mulesoft developer Miami, FL
- senior media manager Miami, FL



