Relationship Banker
$45.76k - $54.25kCrump Life Insurance Svcs Inc
This position focuses on delivering an industry‑leading client service experience in person and over the phone, developing new client relationships and expanding existing ones while cross‑training for teller duties as needed. Employment type: Regular Shift: 1st shift (United States of America) Responsibilities Exercise advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. Contribute to meeting or exceeding client service and individual/branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. Support the team sales process by conducting consultative conversations and referring more complex client needs or financial goals to internal specialists. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. Commit to advancing individual knowledge of sales techniques and product knowledge by attending meetings, training classes and web‑based learning. Advise clients on consumer lending options and take loan applications. Adhere to internal controls, operational procedures and risk management policies and stay informed of all changes in policies and procedures. Ensure a consistent client service experience by engaging clients with a courteous conversation while conducting transactions and uncovering needs, which may include handling teller transactions and greeting clients. Required Qualifications High school diploma or equivalent. 2 years of client sales and service experience. Experience with sourcing and prospecting for new clients and relationship building. Excellent interpersonal and communication skills. Proficiency with basic computer applications, such as Microsoft Office. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check. Ability to multi‑task under time constraints. Ability to travel to accommodate temporary staffing needs. Ability to work weekends and/or extended hours; occasional travel and overnights may be required. Preferred Qualifications Associate’s degree or higher. Experience in handling multiple priorities under time constraints. Excellent written communication skills. Professional service quality in responding to clients. Experience selling deposit, credit and retirement products to consumers and small businesses. Proven record of meeting or exceeding sales goals. General understanding of bank operations, policies and procedures. Compensation & Benefits Annual base salary: $45,760 – $54,250 for a Regular Relationship Banker, $45,760 – $62,000 for a Senior Relationship Banker. Additional incentive pay is available. Eligible employees receive medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts and a 401(k) plan. All regular teammates working 20 hours or more per week are eligible for benefits. Benefits also include paid vacation, sick days and holidays. Eligible positions may have access to a defined benefit pension plan, restricted stock units or deferred compensation. Equal Opportunity Employer 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
- ...Job Profile: CA-WA Private Mortgage Banker (SAFE) (Job Code 101470) About this role: Wells Fargo is seeking an CA-WA Private Mortgage... ...are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders,...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...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...SuggestedWork at officeShift workWeekend workDay shift
$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...SuggestedFull timeInternshipLocal area- ...Planning, Investment Management, Tax Planning, Philanthropy, and Institutions. Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver...SuggestedApprenticeshipWork at officeLocal areaRemote workFlexible hours
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...SuggestedWork at officeWork from homeHome officeFlexible hours$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...Full timeContract workFor contractorsWork at office- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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- Financial Consultant Summary of Duties and Responsibilities: We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant , you’ll work with clients selling brokerage and advisory...Work experience placementWork at officeLocal area
- Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching. What Our Financial Advisors Do Personal coach to military...Hourly payFor contractorsWork at officeLocal areaHome office
$21 - $28 per hour
...in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Full timeWork experience placementFlexible hours- Truist in Petersburg, Virginia is hiring for a full-time role that involves providing exceptional client service and efficient transaction handling. Candidates must have a high school diploma and at least two years of related experience. The job includes educating clients...Full timeWeekend work
- Overview The Banking Associate I provides accurate, efficient transaction processing and high-quality customer service at the branch level while actively supporting business growth. This role requires demonstrated sales and service excellence and a commitment to career...
$130k - $150k
...This role will support and help shape the private investment program by evaluating new opportunities, monitoring existing manager relationships, and developing insights that support long-term, risk-adjusted performance. The position will work closely with members of the...Full timeTemporary workWork at office2 days per week$220k - $350k
...implementation, including both building and operating a function, including people management experience. Strong stakeholder relationship acumen to navigate issue resolution and urgency with internal and external stakeholders. Able to convey complex risk topics,...Work at officeFlexible hours2 days per week$84.44k - $147.76k
...success in meeting/exceeding volume and production goals; Accompanies lenders during sales calls to assist with account details, relationship building, and product recommendations. • Primary liaison with internal and external stakeholders to include various Bank...Work experience placementWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


