Relationship Banker / SRRB - Kirkman Conroy
SunTrust Investment Services, Inc.
Job TitleResponsible 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 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 and 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 and 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.Leads sales initiatives within the branch and acts as an expert resource.Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.QualificationsRequired 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.High school diploma or equivalent education4 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 includedPreferred Qualifications:Associate's degree or higherDemonstrated ability to handle multiple priorities under time constraintsExcellent verbal and written communication skillsAbility to respond in a professional manner with a high level of service qualityExperience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clientsDemonstrated ability in meeting or exceeding sales goalsGeneral understanding of bank operations, policies and proceduresTruist 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.
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