Senior Relationship Banker — Expert Client Advisor & Growth

Hbcu Connect, Llc

Naples (FL)

On-site

USD 48,000 - 72,000

Full time

6 days ago
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Benefits offered by this job

Medical
Dental
Vision
Life insurance
Disability
Tax-preferred savings accounts
A 401k plan
10 days of vacation
10 sick days
Paid holidays
Pension plan
Restricted stock units
Deferred compensation plan

Job summary

Truist Financial Corporation in Naples, FL is seeking an experienced banking professional to support client sales and service across consumer and small business products. You will help meet branch targets by building relationships and delivering a courteous, knowledgeable client experience.

Responsibilities include advising on consumer lending options, processing loan applications, ensuring compliance with internal controls, and leading sales initiatives within the branch.

Qualifications

  • High school diploma or equivalent.
  • 4+ years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and client relationships.
  • Excellent interpersonal and communication skills.
  • SAFE compliant within 30 days of employment including NMLS background check.

Responsibilities

  • Handle routine client maintenance requests and sales across product lines.
  • Help meet client service and branch sales targets by building relationships.
  • Conduct consultative conversations and refer complex needs to specialists.
  • Participate in Retail Community Bank Leadership routines.
  • Advance knowledge of sales techniques and product knowledge.
  • Advise on consumer lending options and take loan applications.
  • Ensure compliance with internal controls and policies.
  • Lead sales initiatives within the branch and serve as resource.
  • Provide professional client service with courteous transactions.

Skills

Client sales
Relationship building
Communication skills
Microsoft Office

Education

High school diploma or equivalent
Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation in Naples, FL is seeking an experienced banking professional to support client sales and service across consumer and small business products. You will help meet branch targets by building relationships and delivering a courteous, knowledgeable client experience.

Responsibilities include advising on consumer lending options, processing loan applications, ensuring compliance with internal controls, and leading sales initiatives within the branch.

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