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

Senior Relationship Banker - Sarasota Downtown

Truist Financial

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) 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.

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.
  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.

QUALIFICATIONS

Required Qualifications:
  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 medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts 401k plan 10 days of vacation 10 sick days paid holidays defined benefit pension plan restricted stock units deferred compensation plan 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 Truist Financial

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Relationship Banker - Sarasota Downtown in Sarasota, 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... 
    Downtown
    Senior
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist

    Sarasota, FL
    2 days ago
  • $43.81k

     ...careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects...  ...link below to your browser. Location Details Southgate Sarasota Location: Sarasota, Florida Equal Opportunity Employer/... 
    Suggested
    Full time
    Flexible hours

    Regions Bank

    Sarasota, FL
    3 days ago
  • $49.4k

     ...section of the system. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and...  ...browser. Location Details University Parkway Location: Sarasota, Florida Equal Opportunity Employer/including Disabled... 
    Senior
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Sarasota, FL
    5 days ago
  •  ...believe great accounting starts with strong relationships, genuine collaboration, and creating...  .... If you're an experienced tax senior who enjoys working directly with clients...  ...This is a hybrid position located in downtown Sarasota, FL. During peak times, we do require... 
    Downtown
    Senior
    Temporary work

    CS&L CPAs

    Sarasota, FL
    2 days ago
  • $4,000 - $7,000 per month

     ...@ Woodhouse Spa - SarasotaWoodhouse Spa is searching for licensed massage professionals! We are excited to bring Woodhouse Spa to Sarasota, FL and need you!As a Massage therapist for Woodhouse Spa, you will offer a variety of specialty services and enhancements, tailoring... 
    Downtown
    Full time
    Part time

    Woodhouse

    Sarasota, FL
    3 days ago
  •  ...CME & more. Serving over 100K residents, the area offers a variety of schools, a vibrant downtown, year-round outdoor activities, numerous dining options & easy access to Sarasota and nearby cities. For more details on this position & others we have available, email... 
    Downtown
    Full time
    Flexible hours
    Shift work

    Atlantic MEDsearch

    Sarasota, FL
    2 days ago
  •  ...atlanticmedsearch.com Health Care Contact Number (***) ***-**** City Sarasota State/Province Florida 34230 Job Description Established group...  ...outdoor/water activities, top-rated school options, safe neighborhoods, and a vibrant downtown. #J-18808-Ljbffr Atlantic MEDsearch
    Downtown
    Full time
    Work at office
    Relocation
    Weekend work

    Atlantic MEDsearch

    Sarasota, FL
    2 days ago
  •  ...Health insurance Paid time off Training & development Vision insurance Licensed Massage Therapist @ Woodhouse Spa - Sarasota #1 in the Massage & Spa Services category - 2025 Entrepreneur Franchise 500 Generous Compensation. NOW HIRING: Part-Time Full... 
    Downtown
    Full time
    Part time
    Immediate start
    Flexible hours

    The Woodhouse Day Spa

    Sarasota, FL
    2 days ago
  •  ...that 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

    Sarasota, FL
    1 day ago
  •  ...High School Diploma, GED or Certificate Work Days/Shift/Start Time Position is located at SMH Suppport Services building in downtown Sarasota, FL (Main Street). Monday - Friday Employment Screening Requirements As part of Sarasota Memorial Health Care System’s commitment... 
    Downtown
    Work at office
    Monday to Friday
    Day shift

    Sarasota Memorial Health Care System

    Sarasota, FL
    1 day ago
  •  ...Job Description Job Description Senior Business Banking Relationship Manager – Sarasota, FL FinTrust Connect has partnered with a well-capitalized regional...  ...-driven. This is an environment for self-directed bankers who want the autonomy to build business, the... 
    Senior
    Work at office

    FinTrust Connect Careers

    Sarasota, FL
    5 days ago
  • A premier tax and accounting firm in Sarasota is seeking a Senior Tax Accountant / Tax Supervisor to lead in their new office. The role involves preparing complex tax returns, mentoring junior staff, and shaping office workflows. Ideal candidates will have a CPA or EA... 
    Senior
    Work at office

    Morling & Company

    Sarasota, FL
    2 days ago
  • FinTrust Connect seeks a Senior Business Banking Relationship Manager for on-site work in Sarasota, FL. You will develop a portfolio of small to midsize business clients, deepen commercial relationships, and structure credit solutions to meet client needs. You will lead... 
    Senior

    FinTrust Connect

    Sarasota, FL
    1 day ago
  • Position Description Shutts & Bowen’s Sarasota office is seeking a Senior Associate for its Private Client Services Practice. The successful candidate will have 5-7 years of relevant experience in the areas of estate planning, estate and gift taxation, estate and trust... 
    Senior
    Private practice
    Work at office

    Shutts & Bowen LLP

    Sarasota, FL
    3 days ago
  • $49.4k - $57.69k

     ...Senior Small Business Relationship BankerAt Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the...  ...DetailsUniversity ParkwayLocation: Sarasota, FloridaEqual Opportunity Employer/including... 
    Work at office

    Regions Bank

    Sarasota, FL
    2 days ago
  • $80k - $120k

     ...has partnered with a thriving accounting firm in Sarasota, FL, looking to add a solid Tax Senior Associate. Our locally owned partner CPA and advisory...  ...with firm rules ~ Create and foster client relationships for the firm Qualifications & Experience:... 
    Senior
    Local area

    Caliber Recruiting Group

    Sarasota, FL
    5 days ago
  • $90k - $115k

    A partner in charge of a CPA and CAAS firm in beautiful Sarasota, FL has engaged with us to find a Audit Senior / Senior Audit Associate with experience in various LLCs and HNW. Caliber Recruiting Group partners with locally owned CPA and advisory firms that are... 
    Senior
    Work at office
    Local area
    Flexible hours

    Caliber Recruiting Group

    Sarasota, FL
    25 days ago
  •  ...Northern Trust in Sarasota, FL seeks a Sr. Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships, delivering...  ...and strategic guidance for complex accounts. As a senior member of the service team, you will collaborate with partners... 
    Senior

    Northern Trust

    Sarasota, FL
    2 days ago
  • Regions Bank Sarasota is seeking a Relationship Banker II to meet with customers and prospects in person and by phone to determine financial needs and offer appropriate products and guidance to help achieve goals. The role suits candidates with retail or sales experience... 

    Regions Bank

    Sarasota, FL
    3 days ago
  • Truist is seeking a customer-focused team member in the Sarasota area to contribute to premier client service and relationship growth. The role will include handling routine transactions, cross-training for teller duties, and advising on lending options. Responsibilities... 

    Truist

    Sarasota, FL
    2 days ago
  • $65k - $80k

     ...Financial Advisor. The role emphasizes client engagement and relationship management, focusing on onboarding clients without the pressure...  ...Independence Day, Labor Day, Thanksgiving, and Christmas If you are a Sarasota Financial Advisor looking to take the next step in your career... 

    Boutique Recruiting

    Sarasota, FL
    5 days ago
  • Regions Bank is seeking a Senior Consumer Relationship Banker to meet with customers and prospects, assess financial needs, and proactively offer products and guidance to reach their goals. The role emphasizes acquiring and deepening relationships with Preferred Banking... 
    Senior

    Regions Bank

    Bradenton, FL
    2 days ago
  • Verve Search Group in Sarasota, FL is seeking a motivated Wealth Advisor to build client relationships, conduct financial planning consultations, and guide onboarding. This role combines sales with advisory services to simplify retirement and investment concepts. You will... 

    Verve Search Group

    Sarasota, FL
    2 days ago
  • BMO Harris Bank is seeking a Senior Relationship Manager for high-net-worth and ultra-high-net-worth clients in the Sarasota area. You will deliver a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial... 
    Senior

    BMO Harris Bank

    Sarasota, FL
    5 days ago
  • D.R. Horton, Inc. is seeking a Senior Accountant for the Sarasota division to perform accounting and finance functions with limited supervision. The ideal candidate will prepare financial statements, close monthly, and analyze balance sheet accounts in accordance with... 
    Senior

    Drhorton

    Sarasota, FL
    4 days ago
  • $18 - $26 per hour

     ...Role Summary We are looking for a great customer service professional to join our team at our Sarasota Branch (4048 Jenkins Place, Sarasota, FL 34238). The Universal Banker position requires proficiency in all areas of the branch, allowing you to assist all customers... 
    Hourly pay
    Full time

    Third Federal

    Sarasota, FL
    5 days ago
  •  ...Flexible schedule ~ Free uniforms ~ Health insurance ~ Paid time off ~ Vision insurance Spa Attendant @ Woodhouse Spa - Sarasota #1 in the Massage & Spa Services category -  2025 Entrepreneur Franchise 500 NOW HIRING : Part-Time Woodhouse Spa is... 
    Downtown
    Full time
    Part time
    Immediate start
    Flexible hours
    Shift work
    Weekend work
    Day shift

    The Woodhouse Day Spa - Nashville

    Sarasota, FL
    3 days ago
  • $15 per hour

     ...Description Job Description Bartender / Server – Part-Time Evenings Vino Bistro | Sarasota, FL Location: 1419 5th Street, Sarasota, FL 34236 – Rosemary District / Downtown Sarasota Job Type: Part-Time Pay: $15.00 per hour + Tips Schedule: Evening... 
    Downtown
    Hourly pay
    Extra income
    Part time
    Casual work
    Shift work
    Afternoon shift

    Vino Bistro

    Sarasota, FL
    3 days ago
  • Jobtailor is seeking a client-focused professional in Sarasota to educate clients and assist with self-service transactions in a bank-like lobby environment. The role requires strong cash-handling skills and the ability to drive sales while understanding clients' financial... 

    Jobtailor

    Sarasota, FL
    5 days ago
  •  ...Certificate What We Offer: Flexible hours. Opportunity for evening hours once trained lunch. A meritocracy. Those who excel, may advance if you desire it. Those who care for their guests and stay with us, earn more (plus tips of course) Downtown Sarasota... 
    Downtown
    Work experience placement
    Flexible hours
    Afternoon shift

    Duval's New World Cafe

    Sarasota, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Relationship Banker - Sarasota Downtown. Be the first to apply!