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

Relationship Banker/Senior Relationship Banker - Greenville Avenue

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

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:

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.

EEO is the Law E-Verify IER Right to Work

Truist
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker/Senior Relationship Banker - Greenville Avenue in Dallas, TX vacancy
  • Truist is seeking a client service oriented professional to build and expand client relationships in person and over the phone, delivering financial solutions through consultative conversations and referrals. You will cross train to perform teller duties as needed, support... 
    Senior
    Full time
    Weekend work

    Truist

    Dallas, TX
    3 days ago
  •  ...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... 
    Senior
    Work at office
    Local area
    Day shift

    Bank OZK

    Dallas, TX
    1 day ago
  •  ...Regular full-time team member to deliver exceptional client service in-branch and over the phone. The role includes expanding client relationships and offering financial solutions through consultative conversations and referrals to partners. The position may involve crossing... 
    Senior
    Full time

    Truist

    Dallas, TX
    2 days ago
  •  ...Relationship Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to... 
    Senior
    Night shift

    Simmons Bank

    Dallas, TX
    2 days ago
  •  ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Provide a distinctive client experience to ensure a... 
    Suggested
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Financial

    Dallas, TX
    3 days ago
  • $148.75k - $234.38k

     ...opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and...  ...range is for the Commercial Banking Relationship Manager III and Senior job and contemplates a wide range of factors that are considered... 
    Senior
    Full time
    Bank staff
    Shift work

    Commerce Bank

    Dallas, TX
    1 day ago
  •  ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services... 
    Senior

    Aumni

    Dallas, TX
    1 day ago
  • $169.6k - $254.4k

     ...: $169,600.00 - $254,400.00Category: 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... 
    Senior
    Full time

    Citigroup

    Dallas, TX
    3 days ago
  •  ...maintenance and holistic advice on assigned relationships by cross selling and identifying client...  .... Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and...  ...within the organization is encouraged, senior leaders are accessible, and you can take... 
    Senior
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Dallas, TX
    3 days ago
  •  ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth...  .... Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone... 
    Senior
    Local area

    BOK Financial

    Dallas, TX
    4 days ago
  • NBH Bank in Dallas, TX seeks a Commercial and Specialty Banking Relationship Manager II to grow a managed portfolio by deepening existing relationships and acquiring new clients through cross-selling lending, depository, and Treasury Management products. You will review... 
    Senior

    NBH Bank

    Dallas, TX
    13 hours ago
  • $148.75k - $234.38k

    Mercantil Commerce Bank in Dallas, Texas is hiring a Senior Commercial Banking Relationship Manager. This role involves managing existing commercial relationships and soliciting new business opportunities. Ideal candidates will have extensive commercial banking knowledge... 
    Senior

    Mercantil Commerce Bank

    Dallas, TX
    4 days ago
  • JPMorganChase in Dallas is seeking a Private Banker to manage and advise clients on their wealth. The role involves generating business results and providing interdisciplinary expertise while ensuring an exceptional client experience. Candidates must have a Bachelor's... 
    Senior

    JPMorganChase

    Dallas, TX
    3 days ago
  • Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service... 
    Senior

    Frost

    Dallas, TX
    13 hours ago
  • Northern Trust in Dallas is seeking a Personal Banker to manage client relationships and provide proactive servicing across wires, transfers, account maintenance, and related activities. You will collaborate with relationship teams, handle cash and daily balancing, assist... 
    Senior

    Northern Trust

    Dallas, TX
    1 day ago
  •  ...Senior Private Banker Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next...  ...specialist for high net worth and ultra high net worth client relationships Provides deposit and lending expertise while collaborating... 
    Senior
    Work at office

    Fifth Third Bancorp

    Dallas, TX
    1 day ago
  • SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients....  ...solutions and exceptional service. You will build long-term relationships with prospects and clients, cross-sell banking products,... 
    Senior

    SouthState Bank

    Dallas, TX
    4 days ago
  •  ...leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services...  ...on investments and financial planning while managing client relationships. Candidates should have a Bachelor’s degree, proven sales... 
    Senior

    JPMorganChase

    Dallas, TX
    4 days ago
  • Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions. You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional... 
    Senior

    Busey Bank

    Dallas, TX
    1 day ago
  •  ...institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance and client service... 
    Senior

    JPMorganChase

    Dallas, TX
    13 hours ago
  • $95.6k - $188.4k

     ...transformation priorities. As a Consultant, you will work with senior leaders on high-impact strategic decisions, develop practical...  ...quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and... 
    Senior
    Temporary work
    Work at office
    Local area
    Relocation

    Jpmorgan Chase & Co.

    Dallas, TX
    1 day ago
  • Northern Trust in Dallas, TX is seeking an experienced Senior Personal Banker to deepen client relationships and deliver holistic financial services. You will guide clients through complex banking needs, on-boarding new accounts and coordinating cross-functional support... 
    Senior

    Northern Trust Corp

    Dallas, TX
    3 days ago
  • Seeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi’s Commercial Bank (CCB). Target market includes companies in the Medical Device, Tools & Diagnostics, Life Sciences, Digital Health and Healthcare Services industry sub-segments... 
    Senior

    Citi

    Dallas, TX
    2 days ago
  •  ...ROBOTIC PROCESS AUTOMATION LLC is seeking a Workday Financials/PSA Senior Principal Consultant – Global AMS to lead onshore and coordinate with offshore teams, delivering Workday Financials configurations and reporting for a set of client engagements. You will apply AMS... 
    Senior

    Jobleads-US

    Dallas, TX
    1 day ago
  •  ...Job Title: Middle Market Banker Location: Dallas, TX About the Bank: This bank is a leading financial institution committed to providing...  ...a portfolio in or building it from scratch, and fostering relationships with lower middle‑market businesses in the DFW and northern... 
    Local area

    The Agency Recruiting

    Dallas, TX
    5 days ago
  •  ...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... 
    Temporary work
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Irving, TX
    1 day ago
  •  ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Dallas, TX
    3 days ago
  •  ...UMB Financial Corporation is seeking a Personal Banker in Dallas, TX. The role emphasizes relationship banking, product knowledge, and delivering a high-quality customer experience in a fast-paced sales environment. You will build a loan pipeline, cross-sell home equity... 

    UMB Financial Corporation

    Dallas, TX
    1 day ago
  • $18.5 - $23.42 per hour

     ...Relationship Banker NBT Bank Syracuse, NY Pay: $18.50 - $23.42 an hour Job Type: Full-time Full job description Pay Range: $18.50 - $23.42...  ...Development Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our... 
    Full time
    Temporary work
    Part time
    Bank staff
    Work visa
    Flexible hours

    Byrne Dairy

    Syracuse, NY
    1 day ago
  •  ...Bank of America in Dallas is seeking a client-focused banker to engage clients in the lobby, educate them on self‑service banking, and process cash transactions accurately. You will train at a designated financial center and may move to another location within reasonable... 
    Weekend work

    Bank of America

    Dallas, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker/Senior Relationship Banker - Greenville Avenue. Be the first to apply!