Jobs · Finance · Florida

Relationship Banker / SrRB - Tuscawilla

Truist · Casselberry, FL · 2 wk ago
FinanceFull-time

Regular full-time position. Fluency in English required. 1st shift.

Responsibilities

  • Provide an industry-leading client service experience by developing and expanding new and existing client relationships.
  • Offer financial solutions that meet client needs through consultative conversations and referrals to other business partners for additional growth opportunities.
  • Perform required teller duties as needed, including routine client maintenance requests, problem resolution, and advanced sales functions for deposit, credit, convenience, and other product lines.
  • Contribute to meeting or exceeding client service, individual, and branch sales targets by offering products and services and developing relationships.
  • Support team sales processes by conducting consultative conversations and referring complex client needs or financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance individual knowledge of sales techniques and product offerings through training, meetings, 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 and procedure changes to ensure compliance.
  • Lead sales initiatives within the branch and act as an expert resource.
  • Provide professional client service through courteous engagement, uncovering client needs during transactions.

Requirements

  • High school diploma or equivalent education.
  • 4 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 new or transfer of registration and applicable NMLS background check (financial responsibility, character, credit fitness, and criminal background standards).
  • Ability to multi-task under time constraints.
  • Ability to travel for temporary staffing needs, including temporary assignments or locale changes.
  • Ability to work weekends, extended hours, and occasional overnights.

Preferred Qualifications

  • Associate’s degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small business clients.
  • Demonstrated ability to meet or exceed sales goals.
  • General understanding of bank operations, policies, and procedures.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • Accidental death and dismemberment insurance.
  • Tax-preferred savings accounts (e.g., HSA, FSA).
  • 401k retirement plan.
  • No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year.
  • 10 sick days (prorated).
  • Paid holidays.
  • Eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division.

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