Relationship Banker
Truist Inc
Job TitleResponsible 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 Responsibilities1. 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.QualificationsRequired Qualifications:1. High school diploma or equivalent education2. 2 years of client sales and service experience3. Experience with sourcing and prospecting for new clients and client relationship building4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects5. Demonstrated proficiency in basic computer applications, such as Microsoft Office6. 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 requirements7. Ability to multi-task under time constraints8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:1. Associate's degree or higher2. Demonstrated ability to handle multiple priorities under time constraints3. Excellent verbal and written communication skills4. Ability to respond in a professional manner with a high level of service quality5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients6. Demonstrated ability in meeting or exceeding sales goals7. General understanding of bank operations, policies and proceduresGeneral 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
- ...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 workNight shiftWeekend work
- ...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 clients...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...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...SuggestedFull timePart timeWork at officeNight shiftWeekend work
- ...Location: On site at location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role,...SuggestedTemporary workPart timeWork at office
- ...Location: Onsite at the location in the posting. Weekly Scheduled Hours: Monday-Friday 8:00am to 5:00pm CST SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...SuggestedTemporary workWork at officeMonday to Friday
$46.12k
..., 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 timeFlexible hours$46.12k
...Relationship Banker II 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, and meeting those needs by proactively offering appropriate products, services,...Full timeFlexible hours$49.9k
...Relationship Banker Team Lead 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 financial needs, and meeting those needs by proactively offering appropriate products...Full timeLocal areaFlexible hours- ...tailored solutions. You will balance service requests with transactional activities and proactively follow up with clients to deepen relationships. You will present banking products, refer to specialists as needed, and collaborate with teams to deliver consumer and small...
- ...Personal Banker At 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 culture where all...Work experience placementWork at office
- Personal Banker Overview Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal... ...sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily...Contract workLocal area
- ...Retail Personal Banker I - Liberty Park Make banking a Fifth Third better We connect great people to great opportunities. Are you... ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral...Part timeMonday to Friday
- ...• Analyze investment opportunities and recommend strategies to enhance clients' portfolios. • Collaborate and build meaningful relationships with clients to understand their financial objectives and estate planning goals. • Monitor and review clients' financial plans regularly...Work at office
- ...Portfolio Managers, Wealth Advisors, Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not... ...as it relates to challenging or conflicting family dynamics, relationships, and needs.Outstanding financial analysis and decision-making...
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Full timeContract workFor contractorsWork at 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$40k
...innovative insurance, retirement, and investment planning. If you're a licensed Financial Advisor who's passionate about building client relationships and delivering comprehensive financial strategies, you'll find a supportive, collaborative environment here that encourages your...$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...Work at officeWork from homeHome officeFlexible hours$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 timeInternshipLocal area- ...integrated financial planning practice. As a College Financial Representative, you will gain practical experience in prospecting, client relationship building, and financial planning. Ideal candidates are full-time students, preferably juniors and seniors, eager to learn about...Full timeInternship
- Overview Business Development Manager at Prudential We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource...Full time
- ...DescriptionResponsibilities include but are not limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network...
$75k
...Committing to understanding dimensions of diversity and continuously building greater cultural awareness Establishing and maintaining relationships with the healthcare professionals in other service lines within the firm and maintaining an understanding of the breadth of firm...Hourly payContract workSummer workInternshipWork at officeFlexible hoursShift work$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 timeInternshipLocal areaFlexible hours- Your Job Are you interested in working in an exciting industry? Do you have good interpersonal skills and like interacting with co-workers, clients, and superiors? We want to work with you! Your Day Job responsibilities may include the following: ...
- ...Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals. Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value...Full timeTemporary workPart timeWork experience placementWork at office
- About this role:Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Birmingham, AL market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs...Full timeWork experience placementLocal area
- ...to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long‑term relationships with clients by providing financial planning services Conduct client meetings to assess their financial needs, goals, and risk tolerance...For contractorsWork experience placementWork at office
$15 - $15.45 per hour
Financial Affairs Associate II To provide technical financial support for an assigned organization unit. To review requests and determine appropriateness with regard to institutional requirements, proper authorization, and conformance with established regulations. To...Work experience placementShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!



