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

Relationship Banker/Senior Relationship Banker - The Crescent

Truist

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) 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: 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.

  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 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 first year of employment, along with 10 sick days (also prorated), and paid holidays. 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. 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 About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com. #J-18808-Ljbffr Truist

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker/Senior Relationship Banker - The Crescent in Dallas, TX vacancy
  • $148.75k - $234.38k

     ...learn, to connect with others, and build relationships with the people around you. You’ll have...  ...Commercial Banking Relationship Manager III and Senior job and contemplates a wide range of...  ...Click here to learn more.Location: 200 Crescent Court, Dallas, Texas 75201Time Type:Full... 
    Senior
    Full time
    Bank staff
    Shift work

    Commerce Bank

    Dallas, TX
    1 day 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
    4 days 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
    23 hours ago
  • First Convenience Bank in Dallas, Texas is seeking a Senior Personal Banker for a part-time, 20-hour week role. You will handle cash transactions, assist customers, and promote bank products in a high-volume retail environment. Under supervision, you will deliver exceptional... 
    Senior
    Part time
    Flexible hours
    Afternoon shift

    First Convenience Bank

    Dallas, TX
    1 day ago
  • First Convenience Bank in Mesquite, TX is seeking a Bilingual Sr Personal Banker to deliver exceptional customer service in a high-volume retail banking environment. You will handle cash transactions, promote bank products, and assist diverse customers, including a large... 
    Senior
    Weekend work
    Afternoon shift

    First Convenience Bank

    Mesquite, TX
    4 days 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
    3 days ago
  • BankUnited in Dallas, TX is seeking a seasoned Commercial Private Banker to build and manage a portfolio of commercial and CRE clients....  ...and treasury services while maintaining high-touch client relationships. You will collaborate with internal teams, identify opportunities... 
    Senior

    BankUnited

    Dallas, TX
    23 hours ago
  • SouthState Bank, N.A. is seeking an experienced banking professional in Dallas, Texas. The role involves managing banking relationships, participating in business development, and consulting with clients on financial needs. Ideal candidates will have a Bachelor's degree... 
    Senior

    SouthState Bank, N.A.

    Dallas, TX
    1 day ago
  • Senior Personal Banker #315-29941 Dallas, Texas, United States Location FCB Buckner Joe V's Location Address 7700 Samuel Blvd Position...  ...the bank and the supervisor s direction Evaluate customer relationships, new and existing account holders, to offer bank products... 
    Senior
    Part time
    Work at office
    Flexible hours
    Afternoon shift

    First Convenience Bank

    Dallas, TX
    1 day 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
    23 hours 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
    Local area
    Worldwide
    Flexible hours

    001 The Northern Trust Company

    Dallas, TX
    1 day ago
  •  ...Overview The Relationship Banker is responsible for managing and growing customer relationships by providing consultative financial solutions and delivering exceptional service. This role focuses on deepening existing relationships, acquiring new customers, and driving... 
    Bank staff
    Monday to Friday

    NDBT

    Dallas, TX
    2 days ago
  • $22 - $23.5 per hour

     ...to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech... 

    Unavailable

    Richardson, TX
    4 days ago
  •  ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank’s culture, including the support of our Brand promise and Core Values. Duties and Responsibilities include... 
    Contract work
    Bank staff
    Work at office
    Local area
    Immediate start
    Flexible hours
    Night shift

    Origin Bank

    Dallas, TX
    1 day ago
  •  ...Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Relationship Banker I Job Description Do you approach serving every customer like they are your family member? Are you intuitively... 
    Temporary work
    Shift work

    First United Bank

    Dallas, TX
    3 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail Branch Banking organization, you will be based in Irving, TX at the Irving branch.... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Irving, TX
    1 day ago
  •  ...Job Description Job Description Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer... 

    East West Bank

    Richardson, TX
    11 days ago
  • Job Description Job Description We are working with a well-established national firm that is seeking  talented and career-driven Attorneys with Banking/Finance experience to join their diverse and growing practice in Dallas. They have a deep bench of talented lawyers...
    Senior

    Wegman

    Dallas, TX
    11 days ago
  •  ...expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina,...  ...financial advice, financial planning, book of business management and relationship management.Experience applying trust and estate planning... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Dallas, TX
    2 days ago
  • $77k - $202k

     ...& SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence...  ...- Building meaningful client connections and managing client relationships effectively- Utilizing critical thinking to break down complex... 
    Senior
    Full time
    H1b

    PwC

    Dallas, TX
    3 days ago
  • $48.43k - $57.92k

     ...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 time
    Flexible hours

    Regions Bank

    Dallas, TX
    1 day ago
  • $79k - $125k

     ...preparation and Purchase Accounting Lead and manage projects while coordinating directly with clients Foster proactive working relationships with clients and cross-functional departments Make timely and effective performance feedback and training​ Requirements BS degree... 
    Senior
    Full time
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    Dallas, TX
    4 days ago
  • $110.7k - $218.3k

     ...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement...  ...processes, improving reporting, and building lasting client relationships along the way. Recruiting for this role ends on 12/31/2026.... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Dallas, TX
    23 hours ago
  •  ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: 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... 
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo & Company

    Richardson, TX
    1 day ago
  •  ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values. Duties and Responsibilities include... 
    Contract work
    Bank staff
    Work at office
    Local area
    Immediate start
    Flexible hours

    Origin Bank

    Dallas, TX
    -52
  • $100k - $130k

    Work Arrangement: Hybrid Senior Consultant/Manager of Complex Financial Reporting: Accounting advisory client looking to hire a Manager to help expand their practice. Looking for prior national office experience or a former GASB/FASB postgraduate technical assistant.What... 
    Senior
    Work at office

    Proven Recruiting

    Dallas, TX
    2 days ago
  • $91.7k - $163.7k

     ...for margin channels to the extent that fluctuations impacted specific client financials.Interface with business leaders and build relationships in support of financial planning and performance measurement including reporting and analysisCollaborate with cross-functional... 
    Senior
    Minimum wage
    Full time
    Contract work
    Work experience placement
    Live in
    Local area
    Remote work
    Monday to Friday
    Shift work

    UnitedHealth Group

    Dallas, TX
    1 day ago
  •  ...then consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities...  .... Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include... 
    Senior
    H1b
    Local area

    KPMG

    Dallas, TX
    14 hours ago
  •  ...Wealth in Garland, TX seeks a Regular client service professional. You will serve clients in person and by phone, develop and expand relationships, and propose financial solutions while coordinating referrals to partners. The role emphasizes handling routine service requests... 
    Weekend work

    Truist

    Garland, TX
    1 day ago
  • JPMorgan Chase in Richardson, TX seeks a Relationship Banker to represent our brand with hospitality, acquire and manage client relationships, and offer thoughtful financial solutions using Chase's modern digital tools. You will learn products, adhere to regulatory requirements... 
    Weekend work
    Afternoon shift

    JPMorgan Chase

    Richardson, TX
    1 day ago

Do you want to receive more vacancies?

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