Relationship Banker - Grow Client Relationships & Lending

Truist; Frisco (TX); On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and holidays

Job summary

Truist in Frisco, TX is seeking a Regular, on-site Retail Banker to expand client relationships and provide financial solutions through consultative conversations. The role includes teller duties as needed and cross-training across banking products.

Responsibilities center on delivering outstanding client service, meeting sales goals, and guiding clients to appropriate financial options while adhering to bank controls and policies.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience in sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency with basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days of employment, including NMLS background checks.
• Ability to multi-task under time constraints.
• Willingness to travel to meet staffing needs.
• Ability to work weekends and/or extended hours with occasional travel.

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 acting upon or 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.
• 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.
• Advises on consumer lending options and takes loan applications.
• 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.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client sales

Communication skills

Interpersonal skills

Multi-tasking

Travel ability

Microsoft Office

Education

High School Diploma or equivalent

Associate degree or higher (preferred)

Tools

Microsoft Office

Job description

Truist in Frisco, TX is seeking a Regular, on-site Retail Banker to expand client relationships and provide financial solutions through consultative conversations. The role includes teller duties as needed and cross-training across banking products.

Responsibilities center on delivering outstanding client service, meeting sales goals, and guiding clients to appropriate financial options while adhering to bank controls and policies.