Senior Relationship Banker: Grow Client Relationships

Truist Wealth; Dallas (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist Wealth is seeking a Regular Full-Time associate to deliver exceptional client service in person and by phone, expanding relationships through consultative conversations and referrals. The role includes cross-training to perform teller duties when needed and meeting branch sales targets.

The position emphasizes building trusted client relationships, advising on consumer lending, and maintaining compliance with procedures and policies while delivering a high-quality customer experience.

Qualifications

• High school diploma or equivalent is required.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications (Microsoft Office).
• Must be SAFE compliant within 30 days and eligible for NMLS background check.
• Ability to multi-task under time constraints.
• Ability to travel for temporary staffing needs as required.
• Availability to work weekends and extended hours.

Responsibilities

• Provide advanced client service for maintenance requests and sales within product lines.
• Contribute to meeting client service and branch sales targets.
• Refer complex needs to internal specialists for guidance.
• Participate in all components of Retail Community Bank routines.
• Attend training to improve sales techniques and product knowledge.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with internal controls and policies.
• Engage clients with courteous service during transactions and help navigate the branch.

Skills

Client sales

Prospecting

Interpersonal communication

MS Office

Time management

Travel flexibility

Weekend availability

Multi-tasking

Education

High school diploma or equivalent

Associate degree

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Regular Full-Time associate to deliver exceptional client service in person and by phone, expanding relationships through consultative conversations and referrals. The role includes cross-training to perform teller duties when needed and meeting branch sales targets.

The position emphasizes building trusted client relationships, advising on consumer lending, and maintaining compliance with procedures and policies while delivering a high-quality customer experience.