Relationship Banker (Saturday Required) -Durham/Chapel Hill Area- Durham Main

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Job summary

Truist Financial Corporation in Durham, NC is seeking a customer-focused banking professional to provide an industry-leading service experience in person and by phone. The role emphasizes developing and expanding client relationships and delivering financial solutions, with cross-training for teller duties as needed.

Responsibilities include handling routine client maintenance, meeting sales targets through consultative conversations, and referring complex needs to specialists.

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.
• Proficiency with basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days of employment and ongoing regulatory requirements.
• Ability to multi-task under time constraints.
• Ability to travel for temporary staffing needs and locales as required.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Exhibits advanced proficiency with routine client maintenance requests and sales functions.
• Contributes to meeting client service and sales targets by expanding relationships.
• Supports team sales by consultative conversations and referrals to internal specialists.
• Participates in the Retail Community Bank Leadership routines.
• Advances knowledge of sales techniques and product knowledge through training.
• Advises on consumer lending options and takes loan applications.
• Follows internal controls and policies to ensure compliance.
• Delivers a consistent client service experience during teller transactions and greetings.

Skills

Client sales experience

Sourcing new clients

Interpersonal & communication skills

Multi-tasking

Travel for staffing needs

Weekend/extended hours availability

Regulatory/compliance awareness

Professional communication

Education

High school diploma or equivalent

Associate’s degree or higher (preferred)

Tools

Microsoft Office

Job description

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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. Will be cross trained to perform required teller duties as needed.

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. 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. 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. 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. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. 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. 6. Advises on consumer lending options and takes loan applications.
7. 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. 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:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. 1. High school diploma or equivalent education
2. 2. 2 years of client sales and service experience
3. 3. Experience with sourcing and prospecting for new clients and client relationship building
4. 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. 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. 7. Ability to multi-task under time constraints
8. 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. 1. Associate’s degree or higher
2. 2. Demonstrated ability to handle multiple priorities under time constraints
3. 3. Excellent verbal and written communication skills
4. 4. Ability to respond in a professional manner with a high level of service quality
5. 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. 6. Demonstrated ability in meeting or exceeding sales goals
7. 7. 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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