Relationship Banker/Senior Relationship Banker - Butler Road
Truist · Mauldin, SC · 1 mo ago
FinanceFull-time
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
About the role
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.
Responsibilities
- 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 with a focus 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 fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Advance individual knowledge of sales techniques and product knowledge by attending sales, service, and product‑knowledge 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.
- Ensure a consistent client service experience by engaging clients with courteous conversation while conducting transactions and uncovering needs, including handling teller transactions and greeting clients.
- Perform other duties, both major and minor, including teller transactions, as needed.
Requirements
- High school diploma or equivalent education.
- At least 2 years of client sales and service experience.
- Experience with sourcing and prospecting for new clients and building client relationships.
- Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
- Proficiency in basic computer applications such as Microsoft Office.
- SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including NMLS background check and meeting financial responsibility, character, credit fitness, and criminal background standards.
- Ability to multi‑task under time constraints.
- Willingness to travel to accommodate temporary staffing needs, including temporary assignments or locale changes.
- Ability to work weekends and/or extended hours; occasional travel and overnights may be required.
Preferred Qualifications
- Associate’s degree or higher.
- Demonstrated ability to handle multiple priorities under time constraints.
- Excellent verbal and written communication skills.
- Professional manner with a high level of service quality.
- Experience discussing, recommending, and selling various deposit, credit, and retirement products to consumer and small‑business clients.
- Proven ability to meet or exceed sales goals.
- General understanding of bank operations, policies, and procedures.
Benefits
- Medical, dental, vision, life insurance, disability, and accidental death & dismemberment coverage.
- Tax‑preferred savings accounts and a 401(k) plan.
- At least 10 days of vacation (prorated) during the first year, plus 10 sick days (prorated) and paid holidays.
- Potential eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.