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

Relationship Banker / SrRB - South Beach

Hbcu Connect, Llc

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). 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 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.

  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 and 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 and 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. Leads sales initiatives within the branch and acts as an expert resource.
  9. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
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. 4 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. Associates 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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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 #J-18808-Ljbffr Hbcu Connect, Llc

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker / SrRB - South Beach in Miami Beach, FL vacancy
  •  ...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
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Financial Corporation

    Miami Beach, FL
    18 hours ago
  • The Federal Savings Bank is seeking a full-time Mortgage Banker to join on-site in Miami Beach, FL. You will consult with prospective and existing clients to understand home financing needs, explain mortgage options, and originate residential loans while delivering clear... 
    Suggested
    Full time

    The Federal Savings Bank

    Miami Beach, FL
    2 days ago
  • Citigroup Inc. seeks an entry-level Personal Banker under the SAFE Act in Miami Beach, FL. The role supports sales and service activities with the customer service team to build loyalty and increase sales to individual consumer clients. Responsibilities include handling... 
    Suggested

    Citigroup Inc.

    Miami Beach, FL
    4 days ago
  • Regions Bank is seeking a Senior Consumer Relationship Banker to meet with customers and prospects, assessing financial needs and offering tailored products and guidance. Focus is on acquiring and deepening relationships with Preferred Banking Households through complex... 
    Suggested

    Regions Bank

    Miami Beach, FL
    3 days ago
  • Truist is seeking a Retail Relationship Banker in the United States (Miami area) to deliver industry-leading client service and expand client relationships through consultative conversations and referrals. You will perform teller duties as needed while advising on consumer... 
    Suggested

    Truist Financial Corporation

    Miami Beach, FL
    18 hours ago
  •  ...Senior Lead Commercial Banking Relationship Manager Wells Fargo is seeking a Senior Lead...  ...Banking Relationship Manager primarily in the South Florida market with an emphasis on...  ...~525 Okeechobee Blvd Ste 700- WEST PALM BEACH, FL 33401 ~1675 N Military Trail- BOCA... 
    Work experience placement
    Local area

    Wells Fargo

    Miami, FL
    2 days ago
  • $72.28k - $108.16k

     ...Work Location: Miami Beach, Florida, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to...  ...contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve... 
    Full time
    Local area
    Work from home
    Flexible hours

    TD

    Miami Beach, FL
    13 hours ago
  • $41.5k - $65.5k

     ...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial

    Miami, FL
    2 days ago
  • Regions Bank in Miami Beach, Florida is seeking a Senior Consumer Relationship Banker to meet with customers and prospects, assess financial needs, and offer Regions’ products and guidance to help achieve financial goals. The role emphasizes Preferred Banking Households... 

    Regions Bank

    Miami, FL
    2 days ago
  •  ...Company Description NPC Financial, the South Florida Agency of Guardian Life, is a comprehensive...  ..., Hollywood, Boca Raton, and Miramar Beach. Since 1951, the firm has supported...  ..., NPC Financial emphasizes enduring relationships, sound planning, and lasting legacies for... 
    Full time
    Work at office
    Work from home

    NPC Financial

    Miami, FL
    4 days ago
  •  ...Job Description 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 create... 
    Full time
    Flexible hours

    Regions Financial

    Miami, FL
    1 day ago
  •  ...Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace... 
    Work at office

    PNC

    Miami, FL
    18 hours ago
  •  ...Relationship 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... 
    Afternoon shift

    JPMorgan Chase

    Hialeah, FL
    3 days ago
  •  ...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... 
    Internship
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Miami, FL
    1 day ago
  • $76.88k

     ...US Private Bank - Sr Private Banker - Miami, FL Santander is a global leader and innovator...  .... We focus on building trusted relationships and delivering customized investment, banking...  ...a book of clients covering Miami / South Florida Consistently meeting Asset Under... 
    Hourly pay
    Full time
    Contract work
    Shift work

    Santander

    Miami, FL
    1 day ago
  •  ...Relationship 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... 
    Afternoon shift

    Chase

    Hialeah, FL
    3 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

    Miami, FL
    8 hours ago
  •  ...management institution. They are looking to hire a Senior Private Banker/Relationship Manager to join their Miami-based wealth management team....  ...wealth management solutions Role reports to the Head US South East & Central Key Qualifications / Experience Proven... 

    Redstone Search Group

    Miami, FL
    6 days ago
  •  ...opportunity to contribute to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banking...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Surfside, FL
    18 hours ago
  • Regions in Coconut Grove, Florida is seeking a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and offer appropriate products and guidance to help achieve goals. This role is ideal for individuals with retail or sales experience... 

    Regions Bank

    Miami, FL
    4 days ago
  • Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional... 

    Valley National Bank

    Miami, FL
    18 hours ago
  • $54.6k

     ...information by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,... 
    Full time
    Work at office
    Flexible hours

    Regions

    Miami, FL
    1 day ago
  •  ...engage customers in the lobby, educate them on self-service options, and process cash transactions with accuracy. You will build relationships, identify financial needs, and connect clients to appropriate banking solutions while adhering to all laws and bank policies.... 
    Weekend work

    Bank of America Corporation

    Miami, FL
    4 days ago
  • Regions Bank in Coral Gables, Florida, is seeking a Senior Consumer Relationship Banker to meet customers in person and by phone, assess financial needs and offer tailored products to help reach financial goals. The role emphasizes Preferred Banking Households with wealth... 

    Regions Bank

    Miami, FL
    2 days ago
  • Senior Relationship Banker - Town and Country Application Process: To apply, click the “Apply Now” button at the top or bottom of this page. After you click Apply Now and complete your application, you’ll be invited to create a profile, which will let you see your application... 
    Temporary work
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Financial Corporation

    Miami, FL
    2 days ago
  • A leading financial institution is seeking a Senior Relationship Banker in Miami to manage client relationships and sales initiatives. This role requires 4 years of client service experience, strong interpersonal skills, and knowledge of banking products. Responsibilities... 

    Truist Financial Corporation

    Miami, FL
    2 days ago
  • Regions Bank is seeking a Senior Consumer Relationship Banker in Miami to meet with customers in person and by phone, assess financial needs, and offer tailored wealth, lending, and deposit solutions within Preferred Banking Households. You will build enduring client relationships... 

    Regions Bank

    Miami, FL
    4 days ago
  • Bank of America Corporation in Miami is hiring for a front-line client associate who engages clients in the lobby and guides them through self-service options like mobile and online banking, and ATMs. You will process cash transactions accurately and help clients with financial...
    Shift work

    Bank of America Corporation

    Miami, FL
    1 day ago
  • $48.43k

     ..., or update your information by visiting and logging into the careers section of the system. Job Description 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... 
    Full time
    Flexible hours

    Regions Bank

    Miami, FL
    4 days ago
  • Truist in Miami seeks a customer-focused associate to process client transactions, maintain accurate records, and handle monetary operations with care. You will guide clients to digital banking options and support outbound outreach and IRM activities. Educating clients ...
    Weekend work

    Truist Financial Corporation

    Miami, FL
    3 days ago

Do you want to receive more vacancies?

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