Relationship Banker or Senior Relationship Banker - Union Road

Truist; Gastonia (NC); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to deliver exceptional client service and foster strong client relationships. In this role, you will engage clients both in person and over the phone, providing tailored financial solutions and supporting their banking needs. You will play a crucial part in meeting sales targets while enhancing your skills through ongoing training. This position offers a great opportunity for growth within a supportive environment, where your contributions will make a significant impact on client satisfaction and business success.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Vacation

Sick Leave

Holidays

Qualifications

• 2+ years of client sales and service experience required.
• Proficiency in basic computer applications like Microsoft Office.

Responsibilities

• Deliver industry-leading client service experience both in person and over the phone.
• Meet or exceed client service and sales targets by promoting products.

Skills

Client Sales and Service Experience

Interpersonal Skills

Communication Skills

Proficiency in Microsoft Office

Multi-tasking Ability

Education

High School Diploma

Associate's Degree or Higher

Job description

Relationship Banker or Senior Relationship Banker - Union Road

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Position Overview: Responsible for delivering an industry-leading client service experience both in person and over the phone. Develops and expands client relationships by providing tailored financial solutions based on consultative conversations and referrals to other business partners for additional growth. Supports teller transactions as needed.

Essential Duties and Responsibilities:

1. Handle routine client requests, resolve problems, and perform advanced sales functions across deposit, credit, and other product lines.
2. Meet or exceed client service and sales targets by promoting products and services, focusing on developing, expanding, and retaining relationships.
3. Support the sales process through consultative conversations and referring complex needs to specialists.
4. Participate in all components of Truist Retail Community Bank Leadership routines.
5. Enhance sales techniques and product knowledge through ongoing training and learning opportunities.
6. Advise on consumer lending options and process loan applications.
7. Adhere to internal controls, operational procedures, and risk management policies, staying updated on policy changes.
8. Ensure a consistent client service experience by engaging clients courteously, conducting transactions, and assisting them within the branch.

Qualifications:

Required:

• High school diploma or equivalent
• At least 2 years of client sales and service experience
• Experience in sourcing and building client relationships
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications (e.g., Microsoft Office)
• Compliance with SAFE (Mortgage Licensing Act) within 30 days of employment
• Ability to multi-task and travel as needed
• Availability to work weekends and extended hours

Preferred:

• Associate’s degree or higher
• Ability to handle multiple priorities efficiently
• Strong verbal and written communication skills
• Experience in discussing, recommending, and selling banking products
• Proven sales achievement
• Understanding of bank operations and policies

Benefits:

Eligible employees working 20+ hours/week receive benefits including medical, dental, vision, life insurance, disability, savings accounts, 401(k), paid vacation, sick leave, and holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the division and position.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, age, disability, or other protected classes.