Relationship Banker: Client Growth & Lending Specialist

Hbcu Connect, Llc

Collinsville (VA)

On-site

USD 46,000 - 53,000

Full time

4 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) plan
Paid vacation and sick days

Job summary

Truist Financial Corporation is hiring a Relationship Banker to deliver an industry-leading client service experience in-branch and on the phone. You will develop and expand client relationships, provide financial solutions, and referrals to partners for growth. Cross-training enables teller duties when needed.

You will participate in sales routines, pursue lending options, and ensure strict adherence to controls and policies while guiding clients through financial solutions and service requests.

Qualifications

  • 2 years of client sales and service experience
  • Experience with sourcing and prospecting for new clients and client relationship building
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including NMLS background check
  • Ability to multi-task under time constraints
  • Ability to travel to accommodate temporary staffing needs and locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights

Responsibilities

  • 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 referring more complex client needs to internal specialists
  • Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
  • Advances knowledge of sales techniques and product knowledge by attending trainings and meetings
  • Advises on consumer lending options and takes loan applications
  • Adheres to internal controls and risk management policies; stays informed of policy changes
  • Ensures a consistent client service experience through courteous interactions during transactions
  • Engages clients and helps navigate the branch during service interactions

Skills

Client sales
Relationship building
Interpersonal skills
Communication skills
Microsoft Office

Education

High school diploma or equivalent
Associates degree or higher

Job description

Truist Financial Corporation is hiring a Relationship Banker to deliver an industry-leading client service experience in-branch and on the phone. You will develop and expand client relationships, provide financial solutions, and referrals to partners for growth. Cross-training enables teller duties when needed.

You will participate in sales routines, pursue lending options, and ensure strict adherence to controls and policies while guiding clients through financial solutions and service requests.

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