Relationship Banker: Client Solutions & Growth

Truist

Sarasota (FL)

Hybrid

USD 39,000 - 55,000

Full time

3 hours ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401k

Job summary

Truist in Florida seeks a client-focused team member to deliver industry-leading service in person and by phone, developing new and existing client relationships and providing financial solutions through consultative conversations.

You will be cross-trained to perform teller duties as needed, contribute to branch sales goals, and refer complex requests to specialists while adhering to internal controls and policies.

Qualifications

  • High school diploma or equivalent required.
  • 2 years of client sales and service experience.
  • Experience sourcing and Prospecting for new clients and relationship building.
  • Excellent interpersonal and communication skills.
  • Proficiency in basic computer applications including Microsoft Office.
  • Must be SAFE compliant within 30 days and pass NMLS background checks.
  • Ability to multi-task under time constraints.
  • Ability to travel for temporary staffing needs.
  • Ability to work weekends and/or extended hours with travel.

Responsibilities

  • Maintain client relationships and handle routine service and sales tasks.
  • Contribute to meeting branch sales targets through consultative conversations.
  • Refer complex needs to internal specialists for growth opportunities.
  • Participate in branch leadership routines and training.
  • Advise on consumer lending options and take loan applications.
  • Adhere to internal controls and risk management policies.
  • Greet clients, conduct transactions, and assist with teller duties when needed.

Skills

Interpersonal skills
Communication
Microsoft Office
Multi-tasking
Travel readiness
Weekend/extended hours

Education

High school diploma or equivalent
Associate's degree or higher

Tools

Microsoft Office

Job description

Truist in Florida seeks a client-focused team member to deliver industry-leading service in person and by phone, developing new and existing client relationships and providing financial solutions through consultative conversations.

You will be cross-trained to perform teller duties as needed, contribute to branch sales goals, and refer complex requests to specialists while adhering to internal controls and policies.

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