Senior Relationship Banker - Town and Country

Truist Financial Corporation; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

10 days of vacation

Job summary

A leading financial institution is seeking a Senior Relationship Banker in Miami to manage client relationships and sales initiatives. This role requires 4 years of client service experience, strong interpersonal skills, and knowledge of banking products. Responsibilities include problem resolution and supporting team sales processes. The position offers comprehensive benefits including medical, dental, and retirement plans.

Qualifications

• 4 years of client sales and service experience is required.
• Excellent interpersonal and communication skills are necessary.
• Candidates must be SAFE compliant within 30 days of employment.

Responsibilities

• Handle client maintenance requests and sales functions.
• Meet or exceed sales targets by offering products and services.
• Conduct consultative conversations and refer complex needs.

Skills

Client relationship building

Sales experience

Interpersonal skills

Communication skills

Multi-tasking

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Senior Relationship Banker - Town and Country

Application Process: To apply, click the “Apply Now” button at the top or bottom of this page. After you click Apply Now and complete your application, you’ll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Essential Duties and 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 and 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 and 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.
• Leads sales initiatives within the branch and acts as an expert resource.
• Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

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, including a desire to interact with clients and prospects
• Demonstrated proficiency in basic computer applications, such as Microsoft Office
• 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
• Ability to multi‑task under time constraints
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications

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

Benefits

Eligible regular employees are offered medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts and a 401k plan. Additional benefits include 10 days of vacation, 10 sick days and paid holidays. For more details, visit our Benefits site.

EEO Statement: 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.