Senior Relationship Banker (Sat Required) - Richmond North Area

Truist Wealth; Glen Allen (VA); On-site; USD 46,000 - 62,000; Full time

Job summary

Truist is seeking a Senior Relationship Banker in the United States to manage client relationships, perform sales activities, and support branch targets. You will engage clients, process transactions, and uncover financial needs with a consultative approach.

The role emphasizes advising on consumer lending options, taking loan applications, and ensuring compliance while delivering professional service across daily operations. Weekend/extended hours may be required.

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.
• Proficiency in basic computer applications, such as Microsoft Office.
• 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; weekends/extended hours may be required.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions.
• Contributes to meeting/exceeding client service and sales targets by offering products and developing relationships.
• Supports team sales by conducting consultative conversations and referring complex needs to specialists.
• Participates in all components of the branch leadership routines.
• Advances knowledge of sales techniques and product knowledge through training.
• Advises on consumer lending options and takes loan applications.
• Leads sales initiatives within the branch and acts as an expert resource.
• Provides professional client service and uncovers client needs during transactions.

Skills

Client sales & service

Interpersonal communication

Multi-tasking

Time management

Travel flexibility

MS Office

Customer service orientation

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• 2. 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.
• 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• 5. 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.
• 6. Advises on consumer lending options and takes loan applications.
• 7. 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.
• 8. Leads sales initiatives within the branch and acts as an expert resource.
• 9. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Required Qualifications

• 1. High school diploma or equivalent education
• 2. 4 years of client sales and service experience
• 3. Experience with sourcing and prospecting for new clients and client relationship building
• 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
• 6. 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
• 7. Ability to multi-task under time constraints
• 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications

• 1. Associate’s degree or higher
• 2. Demonstrated ability to handle multiple priorities under time constraints
• 3. Excellent verbal and written communication skills
• 4. Ability to respond in a professional manner with a high level of service quality
• 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
• 6. Demonstrated ability in meeting or exceeding sales goals
• 7. General understanding of bank operations, policies and procedures

Senior Relationship Banker · The annual base salary for this position is $45,760-$62,000 · Additional incentive pay is available for this position.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist’s generous benefit plans, please visit our Benefits site.

Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work.

About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.