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

Relationship Banker / SrRB - South Orlando

SunTrust Investment Services, Inc.

Job Title

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

SunTrust Investment Services, Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker / SrRB - South Orlando in Orlando, FL vacancy
  •  ...Universal Banker The SouthState story is one of steady growth, deep...  ...financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions...  ...Location: 12285 S Orange Blossom Trl Orlando, Florida 32805 Equal... 
    Suggested

    SouthState Bank

    Orlando, FL
    3 days ago
  •  ...Responsible for providing an industry leading client service experience 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... 
    Suggested
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Altamonte Springs, FL
    1 day ago
  •  ...connect them to suitable solutions. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines in daily activities to do what is right for... 
    Suggested
    Shift work
    Weekend work
    Day shift

    Bank of America

    Winter Park, FL
    4 days ago
  •  ...Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as...  ...exceptional customer experience by building relationships through proactive outreach as well as...  ...WINTER PARK, FL, 32789Lee Road 950 N ORLANDO AVE WINTER PARK, FL, 32789Posting End Date... 
    Suggested
    Work experience placement
    Work at office
    Immediate start

    Wells-Fargo

    Winter Park, FL
    22 hours ago
  •  ...PNC's Retail Branch organization, you will be based from our DR. PHILLIPS BUSINESS CENTER located at: 8020 Conroy Windermere Road in Orlando, Florida 32835-2567. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Orlando, FL
    2 days ago
  • $49.9k

     ...Relationship Banker Team Lead At Regions, the Relationship Banker Team Lead is responsible for meeting with customers and prospects both...  ...please visit . Location Details Kirkman Road Location: Orlando, Florida Equal Opportunity Employer/including Disabled/... 
    Full time
    Local area
    Flexible hours

    Regions Financial

    Orlando, FL
    4 days ago
  •  ...with other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust, build...  ...plans, and deliver results. This role will be based in Orlando, FL. Must be in market to cover territory. Responsibilities... 
    Work at office
    Immediate start

    Sequoia Financial Group

    Orlando, FL
    4 days ago
  •  ...contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Orlando area to work plan sponsor relationships, in tax exempt markets and retail. This position will be responsible for 403(b)/457 enrollment, retirement... 

    Voya Financial Advisors

    Orlando, FL
    1 day ago
  •  ...is focused on delivering an exceptional client experience through comprehensive wealth management, relationship management, and integrated planning. Based in the Orlando market this is a remote role with regular in-person responsibilities throughout the region. As a... 
    Work at office
    Remote work

    Sequoia Financial Group

    Orlando, FL
    4 days ago
  • $39.6k

     ...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to... 
    Full time
    Flexible hours

    Regions Bank

    Altamonte Springs, FL
    2 days ago
  •  ...to the company's success. As a Personal Banker (Bilingual: English/Spanish Required) within...  ...located at: 13583 Hunters Oak Drive in Orlando, Florida 32837-7667. PNC is an in-...  ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Orlando, FL
    4 days ago
  •  ...Quality Talent Group is seeking bankers to join a leading national bank's Consumer Banking division in Florida. This role focuses on building strong customer relationships, assisting with account openings, and educating customers on digital banking tools. A strong emphasis... 
    Full time
    Part time

    Quality Talent Group

    Orlando, FL
    4 days ago
  •  ...contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank Organization, you will be based in Orlando, FL at the Waterford Lakes Branch. PNC will...  ...of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer... 
    Full time
    Temporary work
    Work experience placement

    PNC

    Orlando, FL
    1 day ago
  • $350k

     ...markets such as Long Island, New Jersey and Orlando, our client has engaged us to identify...  ...Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must...  ...as either a Financial Advisor, Private Banker, or Relationship Manager with proven track... 

    Avior Executive Search, Inc

    Orlando, FL
    22 hours ago
  •  ...in the markets we serve. As a Personal Banker within PNC's Retail Branch organization,...  ...SOUTHSIDE BRANCH located at 2811 S Orange Ave, Orlando, FL 32806. Spanish bilingual preferred....  ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows... 
    Temporary work
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Orlando, FL
    3 days ago
  •  ...New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita,...  ...Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto,...  ...life they envision through a personal relationship with their advisory team committed to... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Orlando, FL
    2 days ago
  • $52k

     ...Senior Consumer Relationship Banker At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects...  ...visit . Location Details West Colonial Location: Orlando, Florida Equal Opportunity Employer/including Disabled/... 
    Full time
    Work at office
    Flexible hours

    Regions Financial

    Orlando, FL
    2 days ago
  •  ...Energy Markets Sr Analyst Location: Overland Park, KS, US Ann Arbor, MI, US Atlanta, GA, US Cary, NC, US South Jordan, UT, US Tampa, FL, US Austin, TX, US Orlando, FL, US Jacksonville, FL, US Houston, TX, US Phoenix, AZ, US Charlotte, NC, US Tualatin, OR, US Company:... 
    Work experience placement
    Flexible hours

    Black & Veatch

    Orlando, FL
    6 days ago
  • $46.12k

     ...Relationship Banker II 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, and meeting those needs by proactively offering appropriate products, services,... 
    Full time
    Flexible hours

    Regions Financial

    Orlando, FL
    1 day ago
  •  ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday-Friday 8:00AM - 5PM Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon

    Winter Park, FL
    3 days ago
  •  ...A regional commercial bank in Orlando is seeking a Commercial Relationship Manager to create and manage banking relationships while ensuring exceptional client service. Responsibilities include developing new customer relationships, managing existing clients, and negotiating... 

    Cogentbank

    Orlando, FL
    3 days ago
  •  ...Cogent-Bank is seeking a Commercial Relationship Manager in Orlando, Florida. The role involves creating and managing banking relationships, originating commercial loans, and ensuring exceptional client service. Responsibilities include developing new client relationships... 

    Cogent-Bank

    Orlando, FL
    1 day ago
  •  ...services as appropriate. Assist clients with trades, requests for information, research, account problems, etc. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. Participate in... 
    Full time
    Part time
    Work at office

    Truist

    Orlando, FL
    3 days ago
  •  ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Altamonte Springs, FL
    3 days ago
  •  ...Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist... 
    Work at office
    Local area

    SunTrust Investment Services, Inc.

    Orlando, FL
    1 day ago
  •  ...Job Title Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises... 
    Work at office

    Truist

    Orlando, FL
    3 days ago
  •  ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make... 

    Thrivent Financial for Lutherans

    Orlando, FL
    4 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Orlando, FL
    3 days 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... 
    Work at office
    Local area
    Day shift

    Bank OZK

    Winter Park, FL
    2 days ago
  •  ...responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex... 
    Flexible hours

    Charles Schwab Inc.

    Orlando, FL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker / SrRB - South Orlando. Be the first to apply!