Relationship Banker Englar West

Overview

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Regular or Temporary: Regular

Language Fluency: English (Required)

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

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. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.

• Following is a summary of the essential functions for this job. Other duties may be performed both major and minor to include teller transactions which are not mentioned below. Specific activities may change from time to time.
• 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 with a focus on developing, expanding, and retaining relationships.
• Supports team sales process by conducting consultative conversations and 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.
• Advances 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 changes to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with courteous conversation while conducting transactions and uncovering needs. May include greeting clients and helping them navigate within the branch.

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 including a desire to interact with clients and prospects
• Proficiency in basic computer applications such as Microsoft Office
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment including new or transfer of registration and applicable NMLS background check; ongoing regulatory requirements
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs including temporary assignments or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights

Preferred Qualifications:

• Associates degree or higher
• Demonstrated ability to handle multiple priorities under time constraints
• Excellent verbal and written communication skills
• Professional demeanor with a high level of service quality
• 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

Relationship Banker

The annual base salary for this position is $45,760–$56,000. Additional incentive pay is available for this position.

Senior Relationship Banker

The annual base salary for this position is $45,760–$65,000. Additional incentive pay is available for this position.

General Description of…