Relationship Banker or Senior Relationship Banker - Lee Davis

Relationship Banker or Senior Relationship Banker - Lee Davis

Company: Truist Financial

Location: Mechanicsville, VA

Employment Type: Full Time

Job Categories: Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology

Date Posted: 01/13/2026

Regular full‑time position.

Language Fluency: English (Required)

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

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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. Offering financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross‑training 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 as well as individual and branch sales targets by offering products and services with a focus on developing, expanding, and retaining relationships.
• Support team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients 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 all changes in policies and procedures to ensure compliance with current guidelines.
• Ensure a consistent client service experience by engaging clients with a smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

• 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, 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, including temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

• 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,…