Senior Relationship Banker: Client Advisory & Growth

Truist Financial Corporation; Palm Bay (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Vacation and sick leave

Job summary

Truist Financial Corporation is seeking a customer-focused professional in Florida to deliver exceptional client service, build and expand client relationships, and cross-train for teller duties as needed.

You will drive sales by offering financial solutions, conduct consultative conversations, and refer complex needs to specialists while adhering to policies and risk controls. Weekend/extended hours may be required.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Strong interpersonal and communication skills with clients and prospects.
• Proficient in basic computer applications such as Microsoft Office.
• Must be SAFE compliant with NMLS background check within 30 days.
• Ability to multi-task under time constraints.
• Ability to travel for temporary staffing needs and locale changes.
• Flexibility to work weekends and extended hours when needed.

Responsibilities

• Provide client service in person and over the phone, expanding client relationships.
• Offer financial solutions based on consultative conversations and referrals.
• Cross-train to perform teller duties when required.
• Engage in sales targets while supporting team sales process.
• Refer complex needs to internal specialists and follow up on opportunities.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Deliver a consistent, courteous client experience during transactions.

Skills

Client sales experience

Interpersonal communication

Microsoft Office

Multi-tasking

Travel flexibility

Weekend/hours flexibility

Prospecting & relationship building

Regulatory/compliance awareness

Education

High school diploma or equivalent

Associate’s degree or higher

Job description

Truist Financial Corporation is seeking a customer-focused professional in Florida to deliver exceptional client service, build and expand client relationships, and cross-train for teller duties as needed.

You will drive sales by offering financial solutions, conduct consultative conversations, and refer complex needs to specialists while adhering to policies and risk controls. Weekend/extended hours may be required.