Relationship Banker or Senior Relationship Banker - Roanoke Rapids Main

Truist Financial Corporation; Roanoke Rapids (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

A leading financial institution is seeking a client-focused professional to enhance customer relationships and drive sales. This role involves providing exceptional service, advising on financial products, and meeting compliance standards. Ideal candidates will have sales experience and excel in building client connections.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Life insurance and disability benefits

Qualifications

• 2 years of client sales and service experience required.
• Proficiency in Microsoft Office and basic computer applications.
• SAFE compliant within 30 days of employment.

Responsibilities

• Provide client service experience in person and over the phone.
• Meet client service and sales targets by building relationships.
• Support teller transactions as needed.

Skills

Interpersonal skills

Communication skills

Sales skills

Computer applications proficiency

Education

High school diploma or equivalent

Associate’s degree or higher

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

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. Cross-trained to support teller transactions 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 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 courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and helping clients navigate within the branch.

Qualifications

Required 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 and ongoing regulatory requirements
• Ability to multi-task under time constraints
• Ability to travel for staffing needs or temporary assignments
• Availability to work weekends and extended hours with occasional travel and overnights

Preferred Qualifications:

• Associate’s degree or higher
• Ability to handle multiple priorities under time constraints
• Excellent verbal and written communication skills
• Experience discussing, recommending, and selling deposit, credit, and retirement products
• Proven ability to meet or exceed sales goals
• Understanding of bank operations, policies, and procedures

Benefits: All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401k plan. First-year employees receive at least 10 days of vacation, 10 sick days, and paid holidays. For more details, visit our Benefits site. Benefits may include pension plans, stock units, or deferred compensation depending on the position.

Equal Opportunity Employer: Truist does not discriminate based on race, gender, age, disability, veteran status, or other protected classes. Truist is a Drug-Free Workplace.

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