Relationship Banker or Senior Relationship Banker Columbia or West Columbia Area
Truist · West Columbia, SC · 2 wk ago
FinanceFull-time
Regular position, English language required, 1st shift (United States).
Responsibilities
- Provide industry‑leading client service experience in person and on the phone through 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‑trained 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 individual/branch sales targets by offering products and services focused 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 by attending sales, service and product knowledge meetings, applicable 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 smiling, courteous conversation while conducting transactions and uncovering needs, which may include handling teller transactions and sharing responsibility for 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.
- Demonstrated 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 (financial responsibility, character, credit fitness and criminal background standards).
- Ability to meet ongoing regulatory requirements.