Relationship Banker: Build Wealth & Lending Solutions

Truist; Sarasota (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) plan

Paid vacation and holidays

Life insurance & disability coverage

Job summary

Truist in Florida seeks a customer service oriented professional to deliver an industry leading client experience in person and by phone. You will develop and expand client relationships through consultative conversations and referrals to internal specialists for growth opportunities.

The role includes cross-training for teller duties, supporting sales targets, and staying informed on policies and product knowledge to serve customers effectively.

Qualifications

• Requires high school diploma or equivalent; strong client service mindset.
• 2 years of client sales and service experience.
• Excellent interpersonal and communication skills.
• Ability to multi-task under time constraints and work flexible hours.
• Willingness to travel for temporary staffing needs.
• Compliance with SAFE/MLOS and background checks within 30 days.

Responsibilities

• Provide industry leading client service in person and on the phone.
• Develop and expand client relationships through consultative conversations.
• Refer complex needs to internal specialists to support growth.
• Cross-train to perform teller duties as needed.
• Contribute to branch sales targets via product recommendations.
• Maintain compliance with internal controls and policies.

Skills

Client relationship

Sales experience

Interpersonal communication

Multitasking

Travel flexibility

Weekend/extended hours availability

MS Office proficiency

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist in Florida seeks a customer service oriented professional to deliver an industry leading client experience in person and by phone. You will develop and expand client relationships through consultative conversations and referrals to internal specialists for growth opportunities.

The role includes cross-training for teller duties, supporting sales targets, and staying informed on policies and product knowledge to serve customers effectively.