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Relationship Banker or Senior Relationship Banker - Glenmont

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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. Cross-trained to support teller transactions as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  
1.    Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2.    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. 
3.    Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
4.    Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
5.    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.
6.    Advises on consumer lending options and takes loan applications.
7.    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.
8.    Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    High school diploma or equivalent education 
2.    2 years of client sales and service experience
3.    Experience with sourcing and prospecting for new clients and client relationship building
4.    Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5.    Demonstrated proficiency in basic computer applications, such as Microsoft Office
6.    Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7.    Ability to multi-task under time constraints
8.    Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9.    Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:
1.    Associate’s degree or higher
2.    Demonstrated ability to handle multiple priorities under time constraints
3.    Excellent verbal and written communication skills
4.    Ability to respond in a professional manner with a high level of service quality
5.    Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6.    Demonstrated ability in meeting or exceeding sales goals
7.    General understanding of bank operations, policies and procedures

Relationship Banker

  • The annual base salary for this position is $45,760-$59,500.

Senior Relationship Banker

  • The annual base salary for this position is $45,760-$68,500.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Average salary estimate

$57130 / YEARLY (est.)
min
max
$45760K
$68500K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Relationship Banker or Senior Relationship Banker - Glenmont, Truist

Are you looking to take your career to the next level with an exciting opportunity as a Relationship Banker at Truist in Glenmont, Silver Spring, Maryland? In this role, you'll be the front-line hero providing exceptional client service both in-person and over the phone. By cultivating and expanding client relationships, you will deliver tailored financial solutions to meet their needs. Your friendly demeanor and consultative approach will help you recommend products and services that can truly benefit clients, making everyday banking easier and more rewarding. You will also be cross-trained to support teller transactions, giving you a complete view of our operations. With a focus on teamwork, you'll contribute to meeting individual and branch sales goals through meaningful conversations with clients. Professional development is key at Truist, and engaging in ongoing training will help you stay updated on sales techniques and financial products. By joining us, you will not only enhance your skills but also enjoy a career that emphasizes client satisfaction and community growth. If you want to make a difference in people’s lives while building a successful career, this Relationship Banker position might just be for you. Come join a team that values integrity, respect, and a commitment to excellence!

Frequently Asked Questions (FAQs) for Relationship Banker or Senior Relationship Banker - Glenmont Role at Truist
What are the responsibilities of a Relationship Banker at Truist?

As a Relationship Banker at Truist, you will be responsible for providing top-notch client service and expanding client relationships through consultative conversations. Your role includes advising clients on financial solutions, assisting with deposit and credit products, and referring complex needs to specialized team members. You are also expected to support teller transactions and ensure a consistent and positive client experience.

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What qualifications do I need to become a Senior Relationship Banker at Truist?

To qualify for the Senior Relationship Banker position at Truist, you typically need at least two years of client sales and service experience, with a demonstrated ability to build and maintain client relationships. You should also possess excellent communication skills and basic computer proficiency. While a high school diploma is required, having an Associate's degree or higher is preferred.

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What does a typical day look like for a Relationship Banker at Truist?

A typical day for a Relationship Banker at Truist involves engaging with clients to understand their financial needs, conducting sales conversations, processing transactions, and collaborating with team members to achieve branch sales targets. Relationship Bankers are also responsible for staying informed about products and services to better serve their clients and assist them effectively.

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How does Truist support the professional development of Relationship Bankers?

Truist is committed to your growth as a Relationship Banker, offering various training opportunities, including sales, service, and product knowledge classes. The bank encourages attendance in workshops and learning programs, fostering an environment for continuous improvement and skill enhancement to help you provide the best service to clients.

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Are there opportunities for advancement within Truist for Relationship Bankers?

Absolutely! Truist values internal talent and encourages Relationship Bankers to pursue advancement opportunities. Your performance, professional development, and leadership skills can lead to promotions to positions such as Senior Relationship Banker or other managerial roles within the organization.

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Common Interview Questions for Relationship Banker or Senior Relationship Banker - Glenmont
How do you prioritize customer needs in your role as a Relationship Banker?

When faced with multiple customers, I make it a priority to actively listen to each individual's needs and concerns. By asking open-ended questions and providing personalized solutions, I ensure every customer feels valued. I also take notes to follow up on any specific requests or inquiries, reinforcing my commitment to excellent service.

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Describe a time when you successfully built a long-term client relationship.

In my previous role, I identified a client who needed guidance on managing their savings and investments. After several meetings to understand their goals, I tailored a strategic financial plan that included customized recommendations. This proactive approach not only strengthened our relationship but also resulted in referrals, showcasing the value my support brought to their financial journey.

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What approach do you take when selling bank products and services?

I believe in a consultative approach where my focus is on understanding the customer's unique situation. Instead of aggressively selling, I engage in conversations to uncover needs and align those with the right products. By prioritizing the client's well-being, I foster trust and facilitate informed decision-making.

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How do you handle difficult clients or challenging situations?

Maintaining professionalism is key when dealing with difficult clients. I remain calm and empathetic, working to understand their concerns. By providing clear and concise information, I aim to resolve issues promptly. If necessary, I refer them to a team leader who can provide additional support, ensuring the client feels heard and valued.

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Can you provide an example of achieving your sales goals?

One quarter, I set a personal target to increase my new account openings by 30%. I created a prospecting plan involving outreach efforts, community networking, and follow-up meetings with existing clients. By staying organized and motivated, I exceeded my target by 10%, highlighting my ability to set and achieve sales goals effectively.

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Why do you want to work at Truist as a Relationship Banker?

I admire Truist's commitment to client service and community impact. The opportunity to join a company that values integrity and development aligns perfectly with my career goals. I'm excited about the potential to contribute to a team that fosters financial literacy and growth for individuals and small businesses.

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What skills do you possess that make you a suitable candidate for this role?

I have a strong background in client relationship management and a demonstrated ability to foster communication. Additionally, my expertise in sales techniques, coupled with my dedication to client satisfaction, makes me a well-suited candidate for the Relationship Banker position at Truist.

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How do you stay current with banking regulations and news?

I regularly read industry publications, attend webinars, and participate in professional networking groups. Staying informed about changes in banking regulations is crucial, and I ensure I am updated through continuous learning and trainings provided by my current employer.

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What motivates you as a Relationship Banker?

Witnessing the positive impact I can have on a client's financial journey motivates me every day. Building trust and helping clients achieve their goals, whether big or small, drives my passion for providing excellent service and fostering long-term relationships.

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How do you maintain a balance between sales and service in your role?

I believe that the best sales approach is built on strong service foundations. By prioritizing the needs of clients and delivering value through meaningful interactions, I find the right balance that drives sales while also ensuring clients feel supported and satisfied with their banking experience.

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For our clients: Provide distinctive, secure and successful client experiences through touch and technology. For our teammates: Create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers. Fo...

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DATE POSTED
March 31, 2025

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