Jobs · Finance · Texas

Relationship Banker/Senior Relationship Banker - Highland Village - *Saturday Required*

Truist · Highland Village, TX · 1 mo ago
FinanceFull-time

Regular position. Language: English (required). Work shift: 1st shift (United States).

About the role

Provides an industry‑leading client service experience both in person and on the phone, developing and expanding new and existing client relationships. Delivers financial solutions that meet client needs through consultative conversations and referrals to other business partners for additional 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 for deposit, credit, convenience, and other product and service lines.
  • Contribute to meeting or exceeding client service, individual, and branch sales targets by offering products and services focused on developing, expanding, and retaining relationships.
  • Support the team sales process by conducting consultative conversations and referring complex client needs or financial goals to internal specialists.
  • Participate fully in Truist Retail Community Bank Leadership Routines and attend 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 with courteous conversation while conducting transactions and uncovering client needs.
  • Perform teller transactions, greet clients, and help them navigate the branch as needed.

Qualifications

Required Qualifications:

  • High school diploma or equivalent.
  • At least 2 years of client sales and service experience.
  • Experience 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 for 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 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.
  • 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) and 10 sick days (prorated) during the first year.
  • Paid holidays.
  • Potential eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.

Schedule

  • 1st shift (U.S. locations).
  • Weekend and extended‑hour availability may be required.
  • Occasional travel, including temporary assignments, locale changes, and overnight stays.

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