Relationship Banker
Listed on 2026-01-25
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Finance & Banking
Banking & Finance, Financial Sales, Financial Consultant, Bank Customer Service
Overview
Company Description
Truist Financial Corporation is a purpose-driven financial services organization, dedicated to fostering better lives and stronger communities. As a leading U.S. commercial bank headquartered in Charlotte, North Carolina, Truist holds a top-10 position with $535 billion in total assets as of March 31, 2024. The company serves a wide range of financial needs through expertise in consumer and small business banking, commercial banking, corporate and investment banking, wealth management, and specialized lending.
Truist is committed to delivering innovative financial solutions and exceptional client experiences. Learn more about Truist at
We are hiring for a full-time, on-site Relationship Banker position in Boca Raton, FL. The Relationship Banker will engage with clients to build strong personal and financial relationships, offering tailored financial solutions to meet their needs. Responsibilities include understanding financial goals, providing expert advice on banking products and services, processing transactions, identifying sales opportunities, and referring clients to specialized professionals for lending, investments, or other financial services.
The role involves delivering exceptional customer service and fostering trust through effective communication and problem-solving.
- Proven skills in Relationship Building and Customer Service
- Knowledge and experience in Financial Services and Finance
- Understanding of Loans and associated processes
- Strong communication, interpersonal, and problem-solving skills
- Ability to identify and fulfill client financial needs effectively
- High school diploma or equivalent required; a Bachelor's degree in finance, business, or a related field is a plus
- Minimum of one year of experience in sales, customer service, or finance-related roles preferred
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