Relationship Banker Cypresswood

Truist Financial Corporation; Houston (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to enhance client relationships and deliver exceptional service. This role focuses on providing financial solutions tailored to client needs while actively contributing to branch sales targets. The ideal candidate will possess strong interpersonal skills, a commitment to continuous learning, and the ability to thrive in a fast-paced environment. Join a dynamic team where your contributions will directly impact client satisfaction and business growth, all while enjoying a comprehensive benefits package.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Holidays

Vacation Days

Sick Days

Life Insurance

Disability Insurance

Qualifications

• 2 years of client sales and service experience required.
• Proficiency in basic computer applications is necessary.

Responsibilities

• Provide an industry-leading client service experience.
• Support team sales process and conduct consultative conversations.

Skills

Client Relationship Building

Sales Techniques

Communication Skills

Problem Resolution

Multi-tasking

Education

High School Diploma

Associate's Degree

Tools

Microsoft Office

Job description

Please review the following job description:

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

Essential Duties and Responsibilities

1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. 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.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and helping clients navigate within the branch.

Qualifications

Required Qualifications:

• High school diploma or equivalent
• 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
• Proficiency in basic computer applications, such as Microsoft Office
• Must be SAFE compliant within 30 days of employment, including NMLS background check
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs
• Ability to work weekends and/or extended hours with occasional travel and overnights

Preferred Qualifications:

• Associate’s degree or higher
• Ability to handle multiple priorities under time constraints
• Excellent verbal and written communication skills
• Experience discussing, recommending, and selling deposit, credit, and retirement products
• Demonstrated ability to meet or exceed sales goals
• Understanding of bank operations, policies, and procedures

Benefits: All regular teammates working 20+ hours/week are eligible for benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, 401k, vacation, sick days, and paid holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the position and division. For more details, visit our Benefits site.

Equal Opportunity Employer Statement: Truist does not discriminate based on race, gender, age, religion, disability, veteran status, or other protected classes. Truist is a Drug Free Workplace.

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