Client-Centric Relationship Banker & Solutions Pro

Truist

Winchester (VA)

On-site

USD 46,000 - 54,000

Full time

11 days ago

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid vacation
Paid holidays
Sick days

Job summary

Truist Wealth is seeking a Relationship Banker to deliver industry-leading client service in person and on the phone, building and expanding client relationships across consumer and business banking needs.

The role supports selling deposit, credit and retirement products, references internal specialists for complex goals, and may perform teller duties as needed, with weekend/extended hours and travel as required.

Qualifications

  • High school diploma or equivalent education
  • 2 years of client sales and service experience
  • Experience sourcing and prospecting for new clients
  • Excellent interpersonal and communication skills
  • Proficiency with basic computer applications (Microsoft Office)
  • SAFE compliance within 30 days and NMLS background check
  • Ability to multi-task under time constraints
  • Ability to travel for temporary staffing needs
  • Ability to work weekends and/or extended hours

Responsibilities

  • Provide industry leading client service in person and by phone
  • Develop and expand client relationships with financial solutions
  • Cross-sell products and refer complex needs to specialists
  • Support teller duties as needed
  • Attend sales, service and product knowledge meetings

Skills

Client sales
Customer service
Communication skills
Interpersonal skills
Multi-tasking
Travel availability
Weekend hours

Education

High school diploma or equivalent
Associate degree or higher

Tools

CRM systems
Microsoft Office

Job description

Truist Wealth is seeking a Relationship Banker to deliver industry-leading client service in person and on the phone, building and expanding client relationships across consumer and business banking needs.

The role supports selling deposit, credit and retirement products, references internal specialists for complex goals, and may perform teller duties as needed, with weekend/extended hours and travel as required.

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