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
- 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 as well as individual and 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.
Qualifications
Required:
- High school diploma or equivalent.
- 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.
- 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:
- Associate’s degree or higher.
- Demonstrated ability to handle multiple priorities under time constraints.
- Excellent verbal and written communication skills.
- Professional manner with 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, accidental death and dismemberment coverage.
- Tax‑preferred savings accounts and 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 defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division.
Schedule
Regular position, 1st shift (United States). English fluency required. Must be able to work weekends, extended hours, and occasional travel/overnights.