Senior Relationship Banker: Growth & Client Solutions

Truist Wealth; Town of Florida (NY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401k plan

Paid vacation and sick days

Disability insurance

Drug-free workplace

Job summary

Truist Wealth in the United States seeks a customer-focused professional to grow client relationships and deliver financial solutions through consultative conversations and referrals. You may perform teller duties as needed while advancing knowledge of sales techniques and product lines.

The role emphasizes advanced client service, meeting branch sales targets, and collaborating with internal specialists to address complex client needs while maintaining strong risk controls and compliance.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days of employment including NMLS background check.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs.

Responsibilities

• Provide advanced client maintenance, problem resolution and sales within deposits, credit, and services.
• Contribute to meeting client service and branch sales targets by expanding relationships.
• Support sales process with consultative conversations and referrals to specialists.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge of sales techniques and product knowledge through training.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Ensure a consistent client service experience during teller transactions.

Skills

Client relationship building

Sales experience

Interpersonal communication

Microsoft Office

Multi-tasking

Time management

Weekend/extended hours availability

Travel flexibility

Customer service excellence

Education

High school diploma or equivalent

Associate’s degree or higher preferred

Tools

Microsoft Office

Job description

Truist Wealth in the United States seeks a customer-focused professional to grow client relationships and deliver financial solutions through consultative conversations and referrals. You may perform teller duties as needed while advancing knowledge of sales techniques and product lines.

The role emphasizes advanced client service, meeting branch sales targets, and collaborating with internal specialists to address complex client needs while maintaining strong risk controls and compliance.