Senior Relationship Banker: Client Growth & Lending Expert

Truist; Bedford (VA); On-site; USD 46,000 - 59,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Paid Vacation & Holidays

Job summary

Truist in Bedford, VA is seeking a Senior Relationship Banker to deliver industry-leading client service and grow client relationships through consultative conversations. You will advise on financial solutions, with cross-training for teller duties as needed, and contribute to branch sales targets.

The role requires English fluency, a high school diploma, 4+ years sales experience, and a commitment to compliance and customer care. Regular work, with some travel and extended hours as needed.

Qualifications

• High school diploma or equivalent education.
• 4 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.

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 and 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 and 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.
• Leads sales initiatives within the branch and acts as an expert resource.
• Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Skills

Sales & service

Prospecting

Interpersonal skills

MS Office

SAFE compliance

Multi-tasking

Travel flexibility

Flexible hours

Education

High school diploma or equivalent

Associate's degree or higher

Job description

Truist in Bedford, VA is seeking a Senior Relationship Banker to deliver industry-leading client service and grow client relationships through consultative conversations. You will advise on financial solutions, with cross-training for teller duties as needed, and contribute to branch sales targets.

The role requires English fluency, a high school diploma, 4+ years sales experience, and a commitment to compliance and customer care. Regular work, with some travel and extended hours as needed.