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

Relationship Banker

Crump Life Insurance Svcs Inc

The position is described below. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: 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: 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. 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 About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Lakeland, FL vacancy
  • $47.4k

     ...update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker - Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their... 
    Suggested
    Full time
    Local area
    Flexible hours

    Regions Bank

    Lakeland, FL
    5 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... 
    Suggested
    Temporary work
    Work at office
    Night shift
    Weekend work

    Truist

    Lakeland, 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 engaging... 
    Suggested
    Full time
    Temporary work
    Day shift

    Bank of America

    Lakeland, FL
    4 days ago
  • $61k - $119k

     ...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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Lakeland, FL
    2 days ago
  •  ...Grow by helping others. Show volunteer spirit in the community. Look for self‑improvement opportunities. Enjoy building long‑term relationships. Credible, trustworthy, and honest. Education and training Modern Woodmen’s education and training programs start the first day... 
    Suggested

    MWA Careers - Fort Myers

    Lakeland, FL
    5 days ago
  • $45k - $100k

     ...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Lakeland, FL
    5 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Lakeland, FL
    1 day 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

    Lakeland, FL
    3 days 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

    Lakeland, FL
    4 days ago
  • $30k - $160k

     ...today's insurance marketplace. What truly sets The Drum Agency apart is the culture we've built around our core pillars: real relationships and a work-life harmony where agents belong. We believe success should enhance your life, not consume it. That's why we've... 
    Full time
    Part time
    For contractors

    The Drum Agency

    Lakeland, FL
    7 days ago
  •  ...fiduciarycapacity. This position could also offer opportunities for cultivating and developing newtrust and investment management relationships, with a primary focus on the affluent andhigh-net-worth market segment, dependent on how the book of business is... 

    Citizens Bank & Trust

    Lakeland, FL
    12 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity... 

    JPMorgan Chase

    Lakeland, FL
    21 hours ago
  •  ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows... 
    Local area

    MWA Careers - Fort Myers

    Bartow, FL
    4 days ago
  •  ...analysis and broker sourcing. Recommend updates to investment policies and present changes to investment committees as required. Relationship Oversight Evaluate, select, and monitor custodial banks, brokers, and other service providers. Oversee Bloomberg usage for... 
    Permanent employment
    Temporary work
    H1b
    Work at office

    Publix Super Markets, Inc.

    Lakeland, FL
    1 day ago
  • Sr. Pfs Refund Representative Sr. PFS Refund Representative assists in the operations of the Refund Department to ensure compliance and quality processing of credit balances. Essential Functions # Monitoring the Refund Department staff to ensure accurate processing...
    Full time
    Work at office

    Watson Clinic

    Lakeland, FL
    3 days ago
  •  ...services. Recommends and drives process improvement.Project Planning: Leads individual projects based on existing demand of the team.Relationship Management: Is responsible for establishing communication channels to stakeholders, internal and external teams and third... 
    Full time
    Flexible hours

    CliftonLarsonAllen

    Lakeland, FL
    1 day ago
  • Job Title Essential Functions Greets patients waiting for an appointment. Screens log to determine priority. Evaluates patient's inquiry to assess opportunities of request and how situation should be handled. Accesses information through use of billing system...
    Full time

    Watson Clinic

    Lakeland, FL
    3 days ago
  •  ...insights that directly influence executive decision-making. If you combine strong analytical capabilities with the ability to build relationships, influence stakeholders and turn complex data into actionable business insights, we would like to hear from you. The... 
    Worldwide

    JBT Marel Corporation

    Lakeland, FL
    2 days ago
  •  ...Universal Banker The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our...  ...across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to... 

    SouthState Bank

    Plant City, FL
    2 days ago
  • $97k - $192k

    Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Bonus based on performance ~ Company parties ~ Dental insurance ~ Flexible schedule ~ Health insurance ~ Opportunity for advancement ~ Training & development ~ Vision insurance ...
    Work at office
    Local area
    Work from home
    Flexible hours

    Glosson Region - Modern Woodmen of America

    Bartow, FL
    7 days ago

Do you want to receive more vacancies?

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