Relationship Banker/Senior Relationship Banker - North Richland Hills - Saturday Required
Truist · North Richland Hills, TX · 1 mo ago
FinanceFull-time
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
- 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 acting upon or 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.
- Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product‑knowledge meetings, 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 all changes in policies and procedures to ensure compliance with current guidelines.
- Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs; may include handling teller transactions and greeting clients.
- Performs additional duties, including teller transactions not otherwise listed.
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 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.
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and 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; 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, plus 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 (United States).
- Ability to work weekends and/or extended hours.
- Occasional travel, including temporary assignments and overnight stays.