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 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
- ...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...SuggestedTemporary workNight shiftWeekend work
- ...seeking a regular full-time team member to deliver industry-leading client service in-person and by phone. You will expand client relationships, offer financial solutions, and coordinate with specialists for complex needs. Flexibility for scheduling and occasional travel...SuggestedFull time
- ...A financial institution seeks a Senior Small Business Relationship Banker in Knoxville, TN, focusing on small business customers. The role involves achieving sales targets by consistently identifying and meeting customer needs through various banking products. Ideal candidates...Suggested
- ...Regions Bank in Knoxville, TN is seeking a Relationship Banker II to meet with customers to assess financial needs and offer appropriate products and guidance to help reach goals. Ideal candidates have retail or sales experience and a drive to grow, with strong communication...SuggestedFull time
- ...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...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...the location listed in the job posting. Weekly Scheduled Hours : Monday - Friday 9-5 and Rotating Saturdays 9-1 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...Temporary workWork at officeMonday to Friday
- ...Relationship Banker - Asheville - Knoxville Market - Bilingual Spanish Required Knoxville, Tennessee;Farragut, Tennessee; Oak Ridge, Tennessee; Knoxville, Tennessee To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Work at officeShift workWeekend workDay shift
- ...A financial institution in Knoxville, TN, is seeking a Relationship Manager to drive new customer prospects and manage loan applications. The ideal candidate has a strong background in banking or sales lending, with at least 5 years of experience. Responsibilities include...
- ...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
$48k - $100k
...goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the investment insights of Merrill coupled with the banking convenience of Bank of...Shift workDay shift- Financial AdvisorAt Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set...Local areaImmediate startRemote work
$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...members use our careers - whether in our clinics or our business office - to make a positive difference in the community by building relationships and helping patients live their best life. Work Environment - The TOA team focuses on fostering an excellent working environment...Work at office
$58k - $65k
## Financial CounselorApplylocations: Knoxville, TNtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR117630**21st Mortgage Corporation** is seeking a **Financial Counselor** to join our team. This position offers an exceptional **entry point** into...$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 timeInternshipLocal area- What You'll Own Day-to-Day 1. Wealth Management Operations & Client Service Handle account opening, transfers, and pending applications Field client service calls: distributions, statements, account questions, etc. Handle day-to-day account maintenance...
$5,000 per month
...will: Build your own practice while leveraging our infrastructure, mentorship, and reputation. Build and cultivate client relationships through prospecting, consistent communication, and trust-building. Lead with purpose by guiding clients through personalized...Contract workWork at officeFlexible hours$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours- ...earning potential, craft a workday around your life, and make an impact every day. :Buil d—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends .Educat e—Educate yourself beyond training...
- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity,...
$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours- ...much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.Ability to accurately process account entries and transactions, write routine reports and construct...Flexible hours
$32.15k - $45.19k
...Universal Banker IUnited Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting... ...customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure...Full timeLocal areaRemote work- ...Position at FirstBank Position Summary The Universal Banker delivers FirstBank service excellence through accurate and... ...Financial Service Representative duties as needed. Build relationships with community businesses and consumer clients, achieving personal...
- ...this is NOT a remote nor work from home position. See what it's like: click the link or copy the site into your address bar: Virtual Banker - Client Experience Associate Position Overview What you’ll do: Phone-based client service Serve as a primary point of contact for...Work at officeMonday to FridayFlexible hoursShift workDay shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


