Relationship Banker/SR - Highlands Central Area
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.
- 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
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
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.
- ...branch consumer and small business lending banker and subject-matter-expert within a... ...prioritize financial needs and to deepen relationships. Refers customers to internal and external... ...behavior. Maintains a clean, organized work area. Each team member is expected to be...SeniorWork at office
$37.62k
...section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer... ...information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the...SuggestedFull timeFlexible hours- ...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 timePart timeWork at officeNight shiftWeekend work
$80k - $120k
...oriented CPA firm and working on a team with some amazing local area clients interests you, please apply today. Interested in... ...and in accordance with firm rules ~ Create and foster client relationships for the firm Qualifications amp; Experience: ~ B.S. / B...SeniorLocal area$43.81k
...section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects... ...information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of...SuggestedFull timeFlexible hours$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...Contract workPart timeLocal areaImmediate startDay shift- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...Local area
- ...meet customer needs and encourages customers to expand their relationship with Synovus. Identifies customer needs as well as cross-selling... ...digital strategy and directs them to the appropriate service areas or banking representatives. Executes a variety of customer...Work experience placementWork at officeNight shift
- ...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...SeniorWork at officeLocal areaDay shift
- ...comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth... ...legacy planning, and impact initiatives for clients. With centralized back-office services, resources, and technology, our platform...Senior
- ...is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad... ...your efforts by providing deeper knowledge in their respective areas of expertise. Your role is to act as a conduit within the...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services...Work experience placementWork at office
- ...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...Work experience placementWork at office
- ...proficiency in verbal and written communication. * Prefer demonstrated ability to relate well to others in a variety of functional areas, handle multiple responsibilities simultaneously and to problem-solve and think both creatively and analytically. Mandatory Education...SeniorFull timePart timeSummer workFlexible hours
- ...to senior management and audit committees including findings, analysis, conclusions and recommended actions Build and manage relationships with Business Lines across all three lines of defense Qualifications: ~ Bachelor's Degree ~3+ years of experience in...SeniorTemporary workLocal areaWorldwide
- ...beyond - we are known for combining personal relationships with forward-thinking solutions. We... ...SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point... ...accounts. Maintains a neat and orderly work area. May assist in guiding and training...
- ...Customer Experience Banker Non NMLS Our branch banking roles offer a welcoming and... ...growing consumer and business customer relationships by proactively identifying financial goals... ...Educating and referring customers to other areas of the bank to deepen relationships and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Job Title Float Universal Bankers Job Description Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader. Provide timely and efficient completion of client transactions while maintaining accurate...Full timePart timeWork at office
- ...banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Maintains and balances a cash... ...and problem solving as needed. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe...Flexible hoursNight shift
$22.5 - $29 per hour
...Banking Job Description: The Retail Banker I is a customer liaison that is integral... ...their financial goals and optimize their relationship with TD. Depth & Scope: * Proficient... ..., services and processes of business area, and could be characterized by low to moderate...Work at officeLocal areaWork from homeFlexible hours- ...experience overseeing multiple departments within Patient Access. Areas of Registration oversite may include Emergency Department,... ...demonstrated ability in establishing and maintaining effective working relationships. - Prefer demonstrated ability to analyze problems and...SeniorFull timePart timeSummer workLocal areaRelocation packageFlexible hours
- ...bank products and services, referring to the platform or other areas of the bank as appropriate. Proactively greets clients within... ...s operating procedures and policies. Cross train as Personal Banker and be able to fill-in as needed. Performs other related duties...Senior
- Senior Software Engineer Vision is a leading GovTech firm providing market leading software to the public sector throughout the United States. Today, more than 430 cities, towns and counties are part of the Vision family, including marquee customers such as New York...SeniorLocal areaFlexible hours
- ...detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries Maintain and cultivate client relationships via approved mediums of communication Create and prepare detailed portfolio reviews, security analysis, and client delivery...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...clients; building and maintaining a mutually beneficial, long-term relationships. In-depth understanding of the Financial Services industry,... ..., project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about...
$60k
...partners, and delivering holistic solutions to enhance member relationships • Acquire, expand, and maintain member client relationships... ...understanding of current trends, laws, and issues affecting the area of expertise • Attend educational events to increase...Base plus commissionTemporary work$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Business Banker Senior The Business Banker Senior typically works independently in... ...of small businesses in the surrounding area. Generally, covering a market of multiple... ...in a geographic area and core customer relationship target of customers up to $7.5MM in annual...Local area
- ...mission of public safety and rehabilitation. This position is not a telework position and is required to report to the FDC office in the area it serves. Job duties include the installation and repair of heating, air conditioning and refrigeration components and...SeniorWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker/SR - Highlands Central Area. Be the first to apply!
- personal banker Sarasota, FL
- private banker Sarasota, FL
- senior civil engineer project manager Sarasota, FL
- senior performance engineer Sarasota, FL
- senior manager diversity & inclusion Sarasota, FL
- senior customer service Sarasota, FL
- senior cybersecurity engineer Sarasota, FL
- senior manager m&a tax Sarasota, FL
- senior project manager Sarasota, FL
- senior accountant remote Sarasota, FL

