Relationship Banker/Senior Relationship Banker - Milton Parkway
Listed on 2026-02-06
-
Finance & Banking
Banking & Finance -
Sales
Banking & Finance
Relationship Banker / Senior Relationship Banker - Old Milton Parkway
Overview
The position is described below. If you want 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.
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
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).
Responsibilities
- Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.
- Provide financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities.
- Cross train to perform required teller duties as needed.
- Exercise advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
- Contribute to meeting or exceeding client service and branch sales targets by offering products and services focused on developing, expanding and retaining relationships.
- Support team sales process by conducting consultative conversations and referring more complex client needs or financial goals to internal specialists.
- Participate in all components of the established Truist Retail Community Bank Leadership Routines.
- Advance personal knowledge of sales techniques and product knowledge by attending meetings, training classes, and web-based learning.
- Advise on consumer lending options and take loan applications.
- Adhere to internal controls, operational procedures and risk management policies; stay informed of policy changes to ensure compliance.
- Engage clients with courteous conversation, assist with transactions, and help clients navigate the branch while uncovering needs.
Qualifications
Required 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 (e.g., Microsoft Office)
- SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and financial responsibility, character, credit fitness and criminal background standards
- Ability to multi-task under time constraints
- Ability to travel to accommodate temporary staffing needs and locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights
Preferred Qualifications:
- Associates degree or higher
- Ability to handle multiple priorities under time constraints
- Excellent verbal and written communication skills
- Professional, high level of service quality in interactions
- Experience discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
- Demonstrated ability to meet or exceed sales goals
- General understanding of bank operations, policies and procedures
Benefits
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. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Paid time off includes vacation, sick days, and holidays. Specific benefits vary by position and division. Additional details are provided during the hiring process.
EEO
:
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 classifications protected by law. Truist is a Drug Free Workplace.
Legal and Compliance EEO is the Law, E-Verify IER Right to Work
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).