Relationship Banker/SR - Key West

Crump Life Insurance Svcs Inc; Key West (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k Plan

Paid holidays

Vacation days

Job summary

Truist Financial Corporation in Key West seeks an experienced professional to deliver industry-leading client service and expand client relationships. The role may include teller duties and cross-selling financial solutions.

The position emphasizes consultative conversations, adherence to risk and internal controls, and continued development of sales skills through training and meetings. Weekend and extended hours may be required.

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; ability to interact with clients and prospects.
• Proficiency in basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days of employment including NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs and occasional weekends/extended hours.

Responsibilities

• Provide industry-leading client service in person and by phone, expanding client relationships.
• Assist in meeting client service and branch sales targets through product recommendations.
• Refer complex needs to internal specialists to support growth opportunities.
• Participate in branch leadership routines and sales processes.
• Attend training to improve sales techniques and product knowledge; stay compliant with policies.

Skills

Client service

Sales experience

Interpersonal skills

Multitasking

Problem solving

Education

High School diploma or equivalent

Associate's degree (preferred)

Tools

Microsoft Office

Job description

The position is described below.

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

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.

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 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.

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. 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.