Relationship Banker: Build Clients, Drive Loans

Hbcu Connect, Llc; Bradenton (FL); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k) plan

Paid time off

Job summary

Truist Financial Corporation is seeking a customer-focused professional to grow client relationships and drive sales in a retail banking environment. You will serve clients in person and by phone, offering financial solutions and referrals to specialists as needed.

The role supports teller duties as required and emphasizes compliance, service quality, and teamwork within the branch. Look for opportunities to advise on lending options and enhance the overall client experience.

Qualifications

• Requires high school diploma or equivalent.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications (Microsoft Office).
• Must be SAFE compliant within 30 days incl. NMLS checks.
• Ability to multi-task and travel for staffing needs.
• Willingness to work weekends/extended hours as needed.

Responsibilities

• Provide client service in person and by phone to build relationships.
• Meet or exceed client service and sales targets by offering banking products.
• Refer complex needs to internal specialists for solutions.
• Participate in branch leadership routines and team activities.
• Improve product and sales knowledge through ongoing training.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with internal controls and policies.
• Deliver a consistent service experience during teller and greeting duties.

Skills

Client relationship

Sales experience

Excellent communication

Microsoft Office

Financial services knowledge

Multi-tasking

Customer service

Education

High school diploma

Associates degree

Tools

CRM systems

Banking software

Job description

Truist Financial Corporation is seeking a customer-focused professional to grow client relationships and drive sales in a retail banking environment. You will serve clients in person and by phone, offering financial solutions and referrals to specialists as needed.

The role supports teller duties as required and emphasizes compliance, service quality, and teamwork within the branch. Look for opportunities to advise on lending options and enhance the overall client experience.