Relationship Banker/SR - 17th & Alton

Truist Financial Corporation; Orlando (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading financial institution is seeking a skilled client service provider to enhance client relationships and deliver tailored financial solutions. Responsibilities include maintaining client interactions, conducting consultative conversations, and supporting branch sales targets. Ideal candidates will have sales experience and interpersonal skills, contributing to a vibrant team environment, and are encouraged to grow their financial knowledge.

Benefits

Medical, dental, and vision insurance

Life insurance and disability benefits

401(k) plan

Paid holidays and sick days

Qualifications

• 2 years of client sales and service experience is required.
• Must be SAFE compliant within 30 days of employment.
• Experience with relationship building and prospecting for new clients.

Responsibilities

• Provide an industry-leading client service experience.
• Advise on consumer lending options and take loan applications.
• Contribute to exceeding client service and sales targets.

Skills

Client relationships

Interpersonal skills

Communication

Sales techniques

Multi-tasking

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Language Fluency: English (Required)

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

Job Grade: 104

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 through attending sales, service, and product knowledge meetings, 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, staying informed of all policy changes to ensure compliance.
8. Ensures a consistent client service experience by engaging clients courteously during transactions, greeting clients, and helping them navigate within the branch.

Qualifications:

Required Qualifications:

• High school diploma or equivalent
• 2 years of client sales and service experience
• Experience with sourcing and prospecting for new clients and relationship building
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications such as Microsoft Office
• Must be SAFE compliant within 30 days of employment, including NMLS background check
• Ability to multi-task under time constraints
• Ability to travel for temporary staffing or locale changes
• 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:

Eligible employees working 20+ hours per week may receive benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings accounts, and a 401(k). Vacation, sick days, paid holidays, and other benefits are available based on employment status and division. For more details, visit our Benefits site.