Relationship Banker (Saturday Required) - DC & North PG Area

Truist

Washington (District of Columbia)

On-site

USD 46,000 - 60,000

Full time

13 hours ago
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Benefits offered by this job

Health benefits
401k plan
Paid time off

Job summary

Truist in Washington, DC seeks a customer-focused specialist to grow client relationships and provide financial solutions through consultative conversations. You will cross-train in teller duties and participate in cross-functional referrals to drive growth.

The role emphasizes ongoing training, compliance with policies, and delivering a consistent, high-quality service experience across in-branch and phone interactions.

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.
  • Proficient in basic computer applications (MS Office).
  • Must be SAFE compliant within 30 days with NMLS checks.
  • Ability to multi-task under time constraints.
  • Travel for temporary staffing needs may be required.
  • Weekend work and extended hours possible.

Responsibilities

  • Exells in routine client maintenance requests, problem resolution and sales.
  • Contributes to meeting client service and sales targets by expanding relationships.
  • Refer complex needs to internal specialists.
  • Participate in Retail Community Bank Leadership routines.
  • Attend training and product knowledge sessions to advance skills.
  • Advise on consumer lending options and take loan applications.
  • Ensure compliance with internal controls and risk policies.
  • Engage clients with friendly service during transactions and greeting.

Skills

Client sales
Service experience
Prospecting
Interpersonal communication
MS Office
Regulatory compliance
Time management
Travel readiness
Weekend availability

Education

High school diploma or equivalent
Associate's degree or higher

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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
  • Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
  • 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.
  • Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
  • Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
  • 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.
  • Advises on consumer lending options and takes loan applications.
  • 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.
  • 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.

The annual base salary for this position is $45,760-$59,500

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
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office
  • 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
  • Ability to multi-task under time constraints
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
  • Associate's degree or higher
  • Demonstrated ability to handle multiple priorities under time constraints
  • Excellent verbal and written communication skills
  • Ability to respond in a professional manner with a high level of service quality
  • Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
  • Demonstrated ability in meeting or exceeding sales goals
  • General understanding of bank operations, policies and procedures
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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.

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