Relationship Banker/Senior Relationship Banker - Old Town
Truist
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 Responsibilities1. 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.QualificationsRequired Qualifications:1. High school diploma or equivalent education2. 2 years of client sales and service experience3. Experience with sourcing and prospecting for new clients and client relationship building4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects5. Demonstrated proficiency in basic computer applications, such as Microsoft Office6. 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 requirements7. Ability to multi-task under time constraints8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:1. Associate's degree or higher2. Demonstrated ability to handle multiple priorities under time constraints3. Excellent verbal and written communication skills4. Ability to respond in a professional manner with a high level of service quality5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients6. Demonstrated ability in meeting or exceeding sales goals7. General understanding of bank operations, policies and procedures
- ...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
- ...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
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...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
- ...accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance. Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products. Assist in training and coaching branch retail staff on all...SuggestedPart timeWork at officeMonday to Friday
- Job Title Location 437 Coit Rd, Plano, TX, 75075, United States Job Category Customer Service, Cash Handling Industry Banking, Financial Services Employee Type Part Time Contact Information Name Katrina Sweaney Email ****@*****.***...Part time
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$48.43k
...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 timeFlexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth...Senior
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- ...schedules, and procurement for complex projects. The role requires a BS in engineering, 7+ years in manufacturing, and strong communication skills to interact with senior leadership. Minimal travel is expected, with substantial time on site in Plano. #J-18808-Ljbffr PepsiCoSenior
- ...respective organization within the Asset and Wealth Management Line of Business at JPMorgan Chase & Co. As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically managing...SeniorFull timeWork experience placementWork at officeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- Job TitleLocation 437 Coit Rd, Plano, TX, 75075, United StatesJob Category Customer Service, Cash HandlingIndustry Banking, Financial ServicesEmployee Type Part TimeContact InformationName Katrina SweaneyEmail ****@*****.***
$48.43k - $57.92k
...modify, or 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...Flexible hours- ...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursWeekend workDay shift
- ...across the business, and escalates complex matters when necessary. ~ Internal Stakeholder Management: Establishes productive relationships with internal stakeholders, communicates proactively, adapts to stakeholder needs, and assists with stakeholder engagement. ~...Senior
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- ...You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Senior Community Dev Description As a Senior Community Development Banker within Commercial Real Estate, you will be an integral part of the team that...SeniorPermanent employment
$159.75k - $225.5k
...s why our family of brands helps customers create products and capture moments that reflect who they uniquely are.We are seeking a Senior Principal Software Engineer to lead the design and development of next-generation Agentic AI platforms and applications that power...SeniorRemote work- ...Relationship Banker Plano, Texas;McKinney, Texas; Plano, Texas; McKinney, Texas; Plano, Texas; Plano, Texas; McKinney, Texas; Plano, Texas; Lucas, Texas; Murphy, Texas; Allen, Texas; McKinney, Texas; Allen, Texas; Plano, Texas; Wylie, Texas **To proceed with your application...Work at officeFlexible hoursShift workWeekend workDay shift
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