Relationship Banker - Highlands Central Area

Truist Wealth; Punta Gorda (FL); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation and sick days

Job summary

Truist Wealth in Punta Gorda, FL is seeking a Regular/Temporary team member who delivers outstanding client service in person and by phone. The role focuses on expanding client relationships with consultative conversations and referrals to specialists.

The position includes potential teller duties as needed, and requires strong communication, computer skills, and a commitment to compliance with banking policies and risk controls. Weekend hours and travel may be required.

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.
• SAFE (Mortgage Licensing Act) compliant within 30 days and background checks.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs, including weekends and some overnights.

Responsibilities

• Provide client service experience in person and on the phone.
• Cross-sell and refer to specialists to meet client needs.
• Assist with teller duties as needed.
• Engage in consultative conversations to expand relationships.
• Support sales targets through product knowledge and service quality.
• Adhere to policies and risk management procedures.
• Communicate with clients and greet them in the branch.
• Assist in assigning and handling deposits, loans, and other banking products.

Skills

Client sales

Interpersonal skills

Microsoft Office

Time management

Travel readiness

Weekend hours

Education

High school diploma

Associate degree or higher

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

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. Will be cross trained to perform required teller duties 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 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.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1. High school diploma or equivalent education
• 2. 2 years of client sales and service experience
• 3. Experience with sourcing and prospecting for new clients and client relationship building
• 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
• 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
• 7. Ability to multi-task under time constraints
• 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications

• 1. Associate’s degree or higher
• 2. Demonstrated ability to handle multiple priorities under time constraints
• 3. Excellent verbal and written communication skills
• 4. Ability to respond in a professional manner with a high level of service quality
• 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
• 6. Demonstrated ability in meeting or exceeding sales goals
• 7. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.