Relationship Banker
Truist 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 Following 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 with a focus on 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, 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. 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. High school diploma or equivalent education 2 years of client sales and service experience Experience with sourcing and prospecting for new clients and client relationship building Excellent interpersonal and communication skills, including a desire to interact with clients and prospects Demonstrated proficiency in basic computer applications, such as Microsoft Office 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 Ability to multi-task under time constraints Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: Associate's degree or higher Demonstrated ability to handle multiple priorities under time constraints Excellent verbal and written communication skills Ability to respond in a professional manner with a high level of service quality Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients Demonstrated ability in meeting or exceeding sales goals 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
$20.55 - $34.25 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...SuggestedHourly pay- ...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...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...Universal Banker Who are we? For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values...SuggestedLocal areaFlexible hours
$18.68 - $31.14 per hour
...used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and provide...SuggestedHourly pay- Part-Time Community Banking Associate I Are you looking for a career with a purpose and work/life balance? At Journey Bank, we strive to assist our friends, neighbors, all members of our community on their financial journey. Journey Bank is a strong, independent community...SuggestedPart timeWork at officeMonday to FridayNight shift
- ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties and Responsibilities Following is a summary of the essential functions for...Temporary workPart timeWork at officeNight shiftWeekend work
- Job Details The Financial Counselor - Oncology Job Description The Financial Counselor, Oncology, is responsible for meeting with patients and communicating insurance benefits and out-of-pocket responsibilities to develop appropriate financial plans. This ...Daily paidFull timeTemporary workPart timeWork experience placementFlexible hoursShift work
- ...initial interview, prior to the services being rendered and/or after the insurance carrier has paid. Maintains a close working relationship with the staff of the assigned clinical departments to ensure clear communication and handling of all patients' financial needs....Full timePart timeWork at officeLocal area
- Job Description Job Description Community Banking Associate - Clarkstown Are you looking for a career with a purpose and work/life balance? At Journey Bank we strive to assist our friends, neighbors, and all members of our community on their financial journey. Journey...Full timeWork at officeLocal areaImmediate startMonday to FridayNight shift
- ..., account maintenance, routine banking transactions and generating referrals for additional services through the use of defined relationship sales behaviors. RESPONSIBILITIES 1.Serves as ambassador of the Horizon Federal Credit Union (Horizon) brand. Continuously...Work at officeImmediate startFlexible hours
- ...the Right Opportunity Comes Along Portfolio managers play a vital role in supporting commercial lending teams, managing client relationships, monitoring credit quality, and helping ensure a strong customer experience. As community banks continue to grow and compete...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


