Relationship Banker
SunTrust Investment Services, 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 ResponsibilitiesFollowing 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.QualificationsThe 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 education2 years of client sales and service experienceExperience with sourcing and prospecting for new clients and client relationship buildingExcellent interpersonal and communication skills, including a desire to interact with clients and prospectsDemonstrated proficiency in basic computer applications, such as Microsoft OfficeMust 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 requirementsAbility to multi-task under time constraintsAbility to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changesAbility to work weekends and/or extended hours with occasional travel and overnights may be includedTruist 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.
- ...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeWeekend workDay shift
- ...Overview A Relationship Banker is responsible for leading and delivering an outstanding experience to customers. This position must acquire, manage and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help address...SuggestedBank staffMonday to FridayDay shift
- ...that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines in daily activities to do what is right for...SuggestedFlexible hoursShift workWeekend workDay shift
- ...Job Title: Middle Market Banker Location: Dallas, TX About the Bank: This bank is a leading financial institution committed to providing... ...a portfolio in or building it from scratch, and fostering relationships with lower middle‑market businesses in the DFW and northern...SuggestedLocal area
- ...Relationship Banker IJoin Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons...SuggestedTemporary workShift work
- ...Relationship Banker IIOur Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings...Flexible hours
- ...site at location listed in job posting. Schedule: Monday- Thursday 9AM–4:30PM | Friday 9AM- 6PM | Saturday 9AM- 1PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...Temporary workWork at office
- ...Relationship Banker Balch Springs, Texas;Dallas, Texas; Dallas, Texas; Dallas, Texas; Duncanville, Texas; Desoto, Texas; Dallas, Texas; Forney, Texas; Mesquite, Texas; Mesquite, Texas; Dallas, Texas; Dallas, Texas **To proceed with your application, you must be at least...Work at officeShift workWeekend workDay shift
- ...Texas Capital Bank is seeking a client-focused banking professional to establish, retain and deepen customer relationships through proactive relationship management and accurate banking transactions. You will uncover customer needs, refer them to the bank's solutions and...
- ...Position Overview As a Personal Banker within PNC’s Retail Branch Banking organization, you will be based in Irving, TX at the Irving... ...community Centers of Influence to acquire, expand, and retain relationships. Educate customers on options for managing financial...Work experience placement
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...Work at officeLocal areaDay shift
$57.75k - $96.25k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail organization, you will be based in Cherry Hill, NJ at the Kings Highway Branch. PNC...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Relationship Banker II Our Bankers understand the complexities of people's lives and offer simple solutions. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. This type of position is ideal for someone looking...Flexible hours
- JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to be the main contact for affluent clients in the Branch. You will manage the banking relationship and connect clients with specialists to meet advanced financial needs. This role emphasizes relationship-building...
- NBH Bank in Dallas, Texas, is seeking a Relationship Banker II to enhance client relationships and provide exceptional service. Responsibilities include developing client connections, educating clients on products, and ensuring adherence to banking guidelines. The ideal...
- Relationship Banker (Spanish Language Preferred) Bank of America - Dallas, TX Join Bank of America as a Relationship Banker who prefers to speak Spanish, supporting clients in a friendly, inclusive environment. This position calls for building strong relationships in a...Full timeShift workWeekend workDay shift
- Huntington in Dallas, TX is seeking a Financial Relationship Banker to help customers achieve their financial goals by identifying needs and recommending deposit, loan, and other banking products. You will serve consumer and small business clients, provide excellent service...Full time
- ## Financial Relationship Banker - Dallas, TX (Cedar Crest)Applyremote type: Officelocations: Dallas, TXtime type: Full timeposted on: Posted Todayjob requisition id: R0072528# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive team environment...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- A regional financial institution located in Dallas is seeking a Relationship Banker I to serve as the primary contact for customers and meet their banking needs. The ideal candidate will possess strong customer service skills and the ability to manage relationships. Responsibilities...
- Vista Bank is seeking a Relationship Banker II in Dallas, Texas, committed to exceptional client relationships and financial services. The ideal candidate will have at least 1 year of sales experience, a valid driver's license, and a high school diploma. This position involves...
- ...share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing...Full timeWork at officeRemote workWork from homeFlexible hours
- ...seeking a dedicated client service associate in Dallas to deliver exceptional in-person and phone support, build and expand customer relationships, and cross-sell bank products. You may be cross-trained for teller duties and will contribute to branch sales goals. Ideal...
- Huntington Bancshares, Inc. is seeking a Financial Relationship Banker to empower daily customer interactions and help clients reach financial goals. You will retain and grow consumer and business relationships by identifying goals and recommending deposit, loan, and other...
- JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to manage relationships with affluent clients, drive growth, and deliver tailored financial guidance within Branch Banking. You will collaborate across Specialists to connect clients with experts and promote...
- As a Relationship Banker II, you will build and maintain relationships with clients, provide exceptional client service, and recommend banking products and digital solutions. You will also act as a trusted advisor, fostering strong rapport with customers and colleagues...Flexible hours
- Truist is seeking a client service oriented professional to build and expand client relationships in person and over the phone, delivering financial solutions through consultative conversations and referrals. You will cross train to perform teller duties as needed, support...Full timeWeekend work
- Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Dallas, Texas, to foster customer relationships and deliver excellent service. The ideal candidate will have strong customer service and sales experience, contributing to the bank's goal of helping...Remote job
- ...cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the... ...client-focused professional to join our team as a Senior Branch Relationship Banker (Senior Personal Banker) at our Monticello Avenue (Dallas...Full timeLocal areaMonday to FridayFlexible hours
- Fifth Third Bank is hiring a Personal Banker I at their Midway Spring Valley location in Dallas, Texas. This role is vital for providing exceptional customer experiences by discovering financial needs and recommending appropriate solutions. Ideal candidates will have customer...
- Frost in Duncanville, Texas is looking for a Personal Banker I to be the first point of contact for customers. This role involves providing... ...ensuring exceptional customer service and building lasting relationships. The ideal candidate will possess excellent communication...
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