Community Banker
SunTrust Investment Services, Inc.
Job Title
Responsible for maintaining, servicing, and reactively expanding business banking relationships where the business is unable to interface with the bank digitally and must be supported through in market interactions.
Essential Duties & Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage and service a portfolio of business banking clients that do not use digital tools (it may require specialized lending and/or servicing support).
2. Consistently deliver a differentiated client experience through proactive outreach to clients to support client needs.
3. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM).
4. Monitor, maintain, and update activity, pipeline, and other pertinent information using the bank's client relationship management (CRM) system.
5. Execute on all risk, operational, policy, and quality expectations related to assigned client portfolio.
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. Understanding of business banking underwriting and loan structure (business banking segment: $2MM - $10MM in sales)
2. Excellent verbal and written communication skills
3. Proven self-starter with problem-solving abilities
4. Demonstrated ability to work in a team environment
5. Very efficient with demonstrated attention to detail and follow up
6. Demonstrated ability to utilize basic computer applications such as Microsoft Office software
7. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Bachelor's degree in business or equivalent education and related training
2. General knowledge of technical aspects of underwriting, loan structure, and deposits
General 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.
EEO is the Law E-Verify IER Right to Work
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