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

Relationship Banker- Dixie Valley

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 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker- Dixie Valley in Louisville, KY vacancy
  •  ...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... 
    Suggested
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    Truist

    Louisville, KY
    2 days ago
  •  ...clients to solutions that meet the financial goals executing the bank's risk culture and striving for operational excellence building relationships with clients to meet financial needs following established processes and guidelines in daily activities to do what is right for... 
    Suggested
    Weekend work

    Jobtailor

    Louisville, KY
    4 days ago
  •  ...New Washington State Bank's New Albany branch is seeking a full-time Relationship Banker to assist customers with daily transactions and inquiries. You will balance cash drawers, process deposits and withdrawals, and build lasting relationships with clients while delivering... 
    Suggested
    Full time

    NWSB (New Washington State Bank)

    New Albany, IN
    3 days ago
  • $17 - $29.75 per hour

    Relationship Banker Job Locations US-KY-Louisville Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID 2026-20557 Workplace Type On Site Overview Old National Bank... 
    Suggested
    Full time
    Immediate start

    Old National Bank

    Louisville, KY
    5 days ago
  •  ...Truist Financial Corporation in Louisville, KY is seeking a Retail Personal Banker to deliver exceptional service while meeting branch sales targets. You will engage clients, present loan and deposit options, and collaborate with specialists to handle complex financial... 
    Suggested
    Weekend work

    Crump Life Insurance Svcs Inc

    Louisville, KY
    4 days ago
  •  ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the... 
    Immediate start
    Afternoon shift

    Fairygodboss

    Louisville, KY
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's retail branch organization, you will be based in Louisville, KY at the Cherokee Triangle... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    3 days ago
  •  ...meet 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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Jeffersonville, IN
    2 days ago
  •  ...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... 
    Temporary work
    Work at office
    Night shift
    Weekend work

    Truist

    Louisville, KY
    5 days ago
  • JPMorganChase is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality, delivering thoughtful financial solutions to clients. You will lead in acquiring and managing client relationships, offering tailored banking recommendations and leveraging... 
    Weekend work
    Afternoon shift

    JPMorganChase

    Louisville, KY
    6 days ago
  • JPMorganChase in Louisville, KY is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful solutions using Chase’s mobile and online tools. You’ll build trust through personalized service and connect customers... 
    Weekend work

    JPMorganChase

    Louisville, KY
    6 days ago
  • $20 - $23 per hour

     ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to... 
    Temporary work

    US Bank

    Louisville, KY
    6 days ago
  •  ...Corporate Responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of...  ...Hill's product portfolio. Full-time Fifth Third Bank Personal Banker Associate I Make banking a Fifth Third better; connect great people... 
    Full time
    Work from home

    PNC

    New Albany, IN
    1 day ago
  •  ...opportunity to contribute to the companys success. As a Personal Banker within PNC's Retail Branch organization, you will be based in...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Louisville, KY
    3 days ago
  •  ...of the largest and oldest financial institutions in The Ohio Valley has an opening for a Private Wealth Advisor (PWA). This is an...  ...is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Professions

    Louisville, KY
    3 days ago
  •  ...Personal Banker Associate I - New Cut Rd (Louisville, KY)Make banking a Fifth Third better® We connect great people to great opportunities...  ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    4 days ago
  • $41.6k - $47.84k

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Louisville, KY
    2 days ago
  •  ...Personal Banker Associate II - St Matthews Area (Louisville, KY) Make banking a Fifth Third better We connect great people to great...  ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Louisville, KY
    2 days ago
  • $116k - $229.1k

    Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...
    Local area

    Deloitte

    Louisville, KY
    5 days ago
  • $77.9k - $199k

     ...preserving and building wealth.The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice,...  ...responsible for engaging other specialists, including Private Bankers, Financial Planners, Trust Officers, Fixed Income Team, RPS... 

    Old National Bank

    Louisville, KY
    4 days ago
  • $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 lifeTraining, licensing & designationsNorthwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Louisville, KY
    2 days ago
  • * Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately... 

    PNC Financial Services Group

    Louisville, KY
    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

    Unavailable

    Louisville, KY
    2 days ago
  • $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 work
    Day shift

    Bank of America

    Louisville, KY
    1 day ago
  • $61k - $119k

     ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    Work at office

    Unavailable

    Louisville, KY
    2 days ago
  • Financial PlannerThe Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years.Support Financial Advisors...
    Full time
    Work experience placement
    Immediate start
    Work from home
    1 day per week

    Baird Capital

    Louisville, KY
    2 days ago
  • $76.5k - $90k

    Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will...
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Woodland Hills, KY
    3 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Louisville, KY
    2 days ago
  •  ...next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than...  ...personalized financial solutions, while building meaningful relationships and a career you’re proud of. Ready to make a difference? Join... 

    Bankers Life

    New Albany, IN
    3 days ago
  •  ...executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Louisville, KY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker- Dixie Valley. Be the first to apply!