Relationship Banker: Grow Client Relationships & Loans

Gamma Phi Omega International

Raleigh (NC)

On-site

USD 40,000 - 60,000

Full time

7 days ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401k plan
Paid time off

Job summary

Truist Financial Corporation is seeking a Regular teller/relationship specialist to deliver industry-leading client service in person and over the phone in a retail banking setting. You will develop and expand client relationships while offering financial solutions and cross-selling with other specialists as needed.

The role includes potential teller duties and requires proficiency in building rapport, meeting service and sales targets, and complying with all policies.

Qualifications

  • High school diploma or equivalent required.
  • 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building relationships.
  • Excellent interpersonal and communication skills.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days, including background checks.
  • Ability to multitask 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

  • Execute advanced client maintenance requests, resolve problems, and perform sales functions (deposits, credit, services).
  • Help meet client service and branch sales targets by developing and expanding relationships.
  • Conduct consultative conversations and refer complex needs to internal specialists.
  • Participate in Truist Retail Community Bank Leadership routines.
  • Attend training and meetings to grow sales and product knowledge.
  • Advise on consumer lending options and take loan applications.
  • Adhere to internal controls and risk management policies; stay compliant.
  • Engage clients with friendly service during transactions and assist with teller duties as needed.

Skills

Client sales experience
Interpersonal and communication skills
Relationship building
Ability to multi-task
Willingness to travel

Education

High school diploma or equivalent
Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Regular teller/relationship specialist to deliver industry-leading client service in person and over the phone in a retail banking setting. You will develop and expand client relationships while offering financial solutions and cross-selling with other specialists as needed.

The role includes potential teller duties and requires proficiency in building rapport, meeting service and sales targets, and complying with all policies.

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