Relationship Banker (Sat Required) - Shenandoah Valley Area

Truist Wealth

Roanoke (VA)

Vor Ort

USD 46.000 - 53.000

Vollzeit

Vor 3 Tagen
Sei unter den ersten Bewerbenden
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Benefits dieser Stelle

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid vacation

Zusammenfassung

Truist Wealth in Roanoke, VA is hiring for a Regular full-time role focused on client sales and service within a branch environment. You will conduct consultative conversations, promote deposit, credit, and retirement products, and strive to expand and retain client relationships.

Qualified applicants demonstrate strong communication, proficiency with Microsoft Office, and the ability to multi-task, travel as needed, and meet regulatory requirements.

Qualifikationen

  • 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.
  • Proficiency in basic computer applications (Microsoft Office).
  • SAFE compliance within 30 days of employment including NMLS background checks.
  • Ability to multi-task under time constraints.
  • Willingness to travel for temporary staffing needs and potential locale changes.
  • Ability to work weekends and/or extended hours with occasional travel.

Aufgaben

  • Handle teller transactions and related client servicing.
  • Aim to meet or exceed client service and sales targets by promoting products and services.
  • Engage in consultative conversations and refer complex needs to internal specialists.
  • Participate in leadership routines and branch activities.
  • Attend training to enhance sales techniques and product knowledge.
  • Advise on consumer lending options and process loan applications.
  • Ensure compliance with internal controls and policies.
  • Provide a consistent client experience with friendly, helpful service.

Kenntnisse

Client sales
Client service
Interpersonal skills
Microsoft Office
Time management
Regulatory compliance
Multi-tasking
Travel readiness

Ausbildung

High school diploma
Associate’s degree

Tools

Microsoft Office

Jobbeschreibung

The position is described below.

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time.

  • 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:

  • 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
SALARY & BENEFITS

The annual base salary for this position is $45,760-$52,500.

Additional incentive pay is available for this position.

BENEFITS
  • All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
  • 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 their 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.
  • As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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 a 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.

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