Relationship Banker & Lending Advisor

Hbcu Connect, Llc; DeSoto (TX); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401k plan

Vacation and sick days

Paid holidays

Job summary

Truist Financial Corporation in Texas seeks a client-focused banker who delivers an industry-leading service experience in person and by phone, developing relationships and offering financial solutions based on consultative conversations. You may be cross-trained to perform teller duties as needed and contribute to branch growth.

The role requires strong communication, the ability to manage multiple tasks, and adherence to regulatory requirements.

Qualifications

• Must have 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• MS Office proficiency and basic computer skills.
• SAFE compliance within 30 days and regulatory background checks.

Responsibilities

• Handle routine client maintenance and advance sales functions.
• Meet or exceed client service and branch sales targets.
• Support consultative sales and refer complex needs to specialists.
• Participate in branch leadership routines and training.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Provide courteous service and assist with teller transactions when needed.

Skills

2 years sales experience

Client relationship building

Interpersonal & communication

Microsoft Office

Multi-tasking

Customer service

Education

High school diploma or equivalent

Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation in Texas seeks a client-focused banker who delivers an industry-leading service experience in person and by phone, developing relationships and offering financial solutions based on consultative conversations. You may be cross-trained to perform teller duties as needed and contribute to branch growth.

The role requires strong communication, the ability to manage multiple tasks, and adherence to regulatory requirements.