Senior Relationship Banker: Grow Client Wealth

Truist; Florida; On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical benefits

Vacation & sick days

401k plan

Job summary

Truist in Florida is seeking a retail banking professional to deliver industry-leading client service in person and on the phone, building and expanding relationships while offering financial solutions and referrals for growth.

The role includes cross-training to handle teller duties, meeting sales targets, and maintaining compliance with policies. Strong communication and multitasking skills are essential, with weekend and extended hours as required.

Qualifications

• High school diploma or equivalent education.
• 2+ years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Must be SAFE compliant within 30 days, including NMLS background check.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and extended hours.

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 with a focus on 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, 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.
• 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.

Skills

Client relationship building

Sales and service

Interpersonal communication

Multitasking under time constraints

Travel flexibility

Weekend/extended hours availability

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist in Florida is seeking a retail banking professional to deliver industry-leading client service in person and on the phone, building and expanding relationships while offering financial solutions and referrals for growth.

The role includes cross-training to handle teller duties, meeting sales targets, and maintaining compliance with policies. Strong communication and multitasking skills are essential, with weekend and extended hours as required.