Relationship Banker
Truist 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.QualificationsRequired Qualifications: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 includedPreferred Qualifications:Associate's degree or higherDemonstrated ability to handle multiple priorities under time constraintsExcellent verbal and written communication skillsAbility to respond in a professional manner with a high level of service qualityExperience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clientsDemonstrated ability in meeting or exceeding sales goalsGeneral understanding of bank operations, policies and proceduresGeneral 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.
- ...meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based at... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...SuggestedWork at officeWork from homeHome officeFlexible hours- Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized...SuggestedTemporary workWork at officeFlexible hours
- ...Equitable Advisors Are you ready to take the next step in your wealth management career? Join Equitable Advisors in a dynamic, relationship-driven role that empowers you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we...SuggestedWork experience placementLocal areaRemote work
- Patient Financial Counselor Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic...Work at office
- Financial Counselor - Patient Accounts, Billing and Collections The Vines Hospital (affiliated with Universal Health Services), located in Ocala, FL is a premier behavioral health facility offering individualized mental health and addiction treatment to adults and adolescents...Full timeLocal area
- ...executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- A growing, independent wealth management firm is seeking a Senior Financial Planner to support high-net-worth client relationships and deliver comprehensive financial planning services. This role is ideal for candidates who want to work closely with advisors and clients...
- Responsibilities Who We Are The Vines Hospital (affiliated with Universal Health Services), located in Ocala, FL is a premier behavioral health facility offering individualized mental health and addiction treatment to adults and adolescents in a secure and private setting...Full timeLocal area
- ...customer and meet loan, deposit and service needs. The Business Banker is responsible for attainment of deposit and loan growth... ...effective sales strategies to attract, expand and retain customer relationships. * Applies need-based sales techniques to attract, expand, and...Temporary workWork experience placementWork at officeFlexible hours
- Job Description Job Description At Zinnia Wealth Management, we believe that financial planning is about more than just numbers; it is about helping our neighbors here in Ocala reach the milestones that matter most to their families. We are growing, and we are looking...Work at officeLocal area
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
$70k - $85k
...Financial Advisor / Investment Representative Build a Career in Financial Planning and Relationship-Based Advising We are seeking a Financial Advisor / Investment Representative who is committed to developing a professional career centered on financial planning, relationship...For contractorsWork at office$70k - $85k
...salary Flexible schedule Opportunity for advancement Paid time off Training & development Build a Career in Financial Planning and Relationship-Based Advising We are seeking a Financial Advisor / Investment Representative who is committed to developing a professional...Full timeFor contractorsFlexible hours- ...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...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...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 Following is a summary of the essential functions for this...Temporary workWork at officeNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


