Relationship Banker: Grow Client Relationships & Lending

Truist Financial Corporation; Apollo Beach (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401(k) plan

Job summary

Truist Financial Corporation in Florida seeks a customer‑focused professional to deliver industry‑leading client service both in person and by phone, developing and expanding client relationships while cross-training for teller duties.

You will discuss financial needs, offer appropriate products, and refer complex cases to internal specialists, all while adhering to controls, policies and service standards to help the branch meet sales and service goals.

Qualifications

• High school diploma or equivalent education
• 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
• Proficiency in basic computer applications, such as Microsoft Office
• Must be SAFE (Mortgage Licensing Act) 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 as required, including 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 or financial goals to other 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 meetings and training classes
• Advises on consumer lending options and takes loan applications
• Adheres to internal controls, operational procedures and risk management policies
• Ensures a consistent client service experience by engaging clients and handling teller transactions as needed

Skills

Client sales experience

Interpersonal skills

Communication skills

Multi-tasking

Travel willingness

Sales coaching

Compliance awareness

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation in Florida seeks a customer‑focused professional to deliver industry‑leading client service both in person and by phone, developing and expanding client relationships while cross-training for teller duties.

You will discuss financial needs, offer appropriate products, and refer complex cases to internal specialists, all while adhering to controls, policies and service standards to help the branch meet sales and service goals.