Relationship Banker/SR - Ellenton

Truist; Ellenton (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental

Vision care

Life insurance

Disability

401k

Vacation days

Sick days

Paid holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist in Ellenton, FL is seeking a Regular full-time Customer Service relationship specialist to deliver industry-leading client service in person and by phone while expanding client relationships. You will provide financial solutions through consultative conversations, with referrals to partners for additional growth, and may assist with teller duties as needed.

The role emphasizes teamwork, adherence to risk controls, and opportunities to grow through sales and service.

Qualifications

• High school diploma or equivalent
• 2 years client sales and service experience
• Experience sourcing and prospecting for new clients and client relationship building
• Excellent interpersonal and communication skills
• Proficient in basic computer applications, such as Microsoft Office
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment with NMLS background check
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs and locale changes
• Weekend and/or extended hours with occasional travel may be required

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests and sales functions
• Contributes to achieving client service and branch sales targets by developing, expanding and retaining relationships
• Supports sales process by consulting with clients and referring complex needs to internal specialists
• Participates in all components of the Retail Community Bank Leadership routines
• Advances knowledge of sales techniques and product knowledge through training and meetings
• Advises on consumer lending options and takes loan applications
• Adheres to internal controls and risk management policies
• Engages clients with courteous service during transactions and helps navigate the branch

Skills

Client sales

Communication skills

Interpersonal skills

Microsoft Office

Travel readiness (temporary staffing)

Education

High school diploma

Associate degree (preferred)

Job description

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

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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.

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.

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:

• Medical
• Dental
• Vision
• Life insurance
• Disability
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• 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
• No less than 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan
• Restricted stock units
• Deferred compensation plan

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

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.

Equal Opportunity Employer

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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