Relationship Banker/Senior Relationship Banker - Old Town
SunTrust Investment Services, 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.QualificationsThe 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 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 includedTruist 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.
- ...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 officeShift workNight shiftWeekend workDay shift
- ...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... ...acquisition support (sporadic and minimal overnight and/or out of town) Ability to provide support and guidance at other banking...SeniorNight shift
- Truist Wealth is seeking a Regular Full-Time associate to deliver exceptional client service in person and by phone, expanding relationships through consultative conversations and referrals. The role includes cross-training to perform teller duties when needed and meeting...SeniorFull time
- ...sales environment. Follow the established policies in accordance with the bank and the supervisor’s direction. Evaluate customer relationships, new and existing account holders, to offer bank products and services. Accountable for the personal achievement of monthly new...SeniorWork at officeFlexible hoursAfternoon shift
- ...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 timeNight shiftWeekend work
$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...SeniorFull timeBank staffShift work- Prosperity Bank in Dallas, TX is seeking a Personal Banker II (Full Time) to open, maintain, and service checking and savings accounts... .... In this role you will identify sales opportunities, build relationships, and collaborate with the Teller Supervisor to train lobby...SeniorFull time
- 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...SeniorPart timeFlexible hoursAfternoon shift
- 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
- ...You've come to the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and servicing a wide... ...You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies...SeniorFull time
- ...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...SeniorWork experience placementH1bWorldwideFlexible hours
- J.P. Morgan’s U.S. Private Bank is seeking a Private Banker in Dallas to advise families on building, preserving and managing wealth. You will work with a local team, leveraging a broad institutional platform to deliver holistic balance-sheet solutions across investments...SeniorLocal area
- ...Relationship Banker Arlington, Texas;Mansfield, Texas; Cedar Hill, Texas; Fort Worth, Texas; Grand Prairie, Texas; Mansfield, Texas; Arlington, Texas; Arlington, Texas; Desoto, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge...Work at officeShift workWeekend workDay shift
- ...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 staffMonday to Friday
- ...Relationship Banker Frisco, Texas;Richardson, Texas; Plano, Texas; Dallas, Texas; Richardson, Texas; Prosper, Texas; Frisco, Texas; Plano, Texas; Frisco, Texas; Cross Roads, Texas; Carrollton, Texas; Frisco, Texas; Carrollton, Texas; Lewisville, Texas; Frisco, Texas...Work at officeFlexible hoursShift workWeekend workDay shift
- ...opportunity to earn FGB stock grants. Position Summary The Relationship Banker is responsible for delivering exceptional customer service... ...to provide a seamless customer experience. The Senior Relationship Banker builds relationships with customers, identifies...Full timeContract workTemporary workLocal area
- ...Private Equity Senior Associate – Position Description SIG Capital Partners – Company Overview: SIG Capital Partners (\"SIG\") is a Texas... ...discretionary bonus. This role is located 100% on site at our Old Parkland office. Old Parkland is located in the Uptown neighborhood...SeniorWork experience placementWork at office
- ## Relationship Banker IApply: Dallas, TX: Full time: Posted Today: R 06884## **Join Our Team!**We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to...Full timeTemporary workShift work
- ...appropriate coverages are attached, and the coverages are prioritized correctly for proper billing. Maintains a positive working relationship with contacts at all agencies and funding programs, patients, insurance companies, government entities, clinical personnel,...SeniorWork at officeImmediate start
$69.8k - $132k
...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC)... ...demonstrated the ability to develop and maintain effective relationships with business associates and industry groups, including strong...SeniorFull timeWork experience placementInternshipLocal areaFlexible hours- Maximum Salary (US): 240000Minimum Salary (US): 220000Job SummarySenior Enterprise Architect focusing on Google. This is to play the role of Googles Principal Deal architect for various pursuits. This will involve Enterprise Analysis, as well as expert deal management.Key...Senior
$23 - $26 per hour
...Relationship Banker The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift work$33.01 - $40.35 per hour
...Small Business Connect Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...Temporary workWork experience placementShift work3 days per week- ...Relationship Banker II Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings...Flexible hours
- ...we serve. If our work resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence without starting from scratch? If you have spent years building client relationships at a broker-dealer and are ready for more freedom, more alignment...SeniorPermanent employmentWork at office
- PMG in Dallas, Texas is seeking a Resource Management Sr. Principal to lead and optimize the company's centralized resourcing function. You will play a critical role in workforce planning and ensure optimal deployment of talent across various teams. The ideal candidate ...Senior
- Frost Bank is seeking a Personal Banker II in Dallas, TX. You will be the first point of contact for customers, building trust and relationships while delivering Frost’s banking experience. You’ll drive sales, educate clients on products, and provide transactional services...
- ...consultative conversations and referrals, while supporting teller duties when needed. Responsibilities include expanding client relationships, meeting service and sales goals, and coordinating with specialists to address complex financial goals. The role requires strong...
- NBH Bank in Dallas seeks a Relationship Banker II to build and manage client relationships, explain banking products, and introduce digital solutions using tablets, smartphones, and laptops. You will deliver exceptional client service to a diverse audience, collaborate...
- ...credit foundation to build or continue a career in Not-for-Profit banking. You may bring established NFP banking experience and relationships, or come from a commercial portfolio management, underwriting, credit, or relationship banking background with the financial acumen...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker/Senior Relationship Banker - Old Town. Be the first to apply!
- personal banker Dallas, TX
- private mortgage banker Dallas, TX
- private banker Dallas, TX
- senior technical associate Dallas, TX
- senior vice president communications Dallas, TX
- senior retail sales associate Dallas, TX
- senior infrastructure analyst Dallas, TX
- senior fpga design engineer Dallas, TX
- senior specialist Dallas, TX
- senior executive director Dallas, TX






