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Relationship Banker - West Georgia - Westside

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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

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

$50000 / YEARLY (est.)
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$40000K
$60000K

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What You Should Know About Relationship Banker - West Georgia - Westside, Truist

Are you an outgoing and client-focused professional? Truist is looking for a Relationship Banker in West Georgia - Westside, specifically in Macon, Georgia! In this exciting role, you’ll provide an exceptional client service experience both in person and over the phone, building and maintaining meaningful relationships with both new and existing clients. As a Relationship Banker at Truist, you'll be deeply involved in understanding client needs through consultative conversations, offering tailored financial solutions, and referring them to our expert partners for additional services. You'll also have the opportunity to assist with teller transactions, making your days varied and engaging. Whether you’re advising clients on their consumer lending options or participating in branch sales routines, you are a vital part of our mission to deliver outstanding service. With a focus on professional growth, you’ll attend training sessions to sharpen your skills and expand your product knowledge. If you're ready to take your career in banking to the next level with a company that values its employees and clients alike, we want to hear from you!

Frequently Asked Questions (FAQs) for Relationship Banker - West Georgia - Westside Role at Truist
What are the responsibilities of a Relationship Banker at Truist?

As a Relationship Banker at Truist, your primary responsibilities will include delivering exceptional client service, conducting consultative conversations to identify client needs, and providing tailored financial solutions. You will also assist with teller transactions and collaborate with team members to meet sales targets and enhance client relationships.

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What qualifications are required for the Relationship Banker position at Truist?

To qualify for the Relationship Banker role at Truist, you need a high school diploma or equivalent, along with at least two years of client sales and service experience. Strong interpersonal skills and the ability to multitask are important, as well as proficiency in basic computer applications. Additionally, you must become SAFE compliant within 30 days of employment.

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What skills are important for success as a Relationship Banker at Truist?

Successful Relationship Bankers at Truist display excellent communication and interpersonal skills. The ability to build and maintain client relationships, coupled with a good understanding of banking products and services, is essential. Additionally, being adaptable and having strong problem-solving abilities will contribute to your success in this role.

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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 meeting with clients both in person and over the phone, understanding their financial needs, and offering suitable solutions. You’ll also conduct teller transactions, collaborate with team members on sales processes, and participate in professional development activities to enhance your skills.

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What benefits can Relationship Bankers expect at Truist?

Relationship Bankers at Truist can expect a comprehensive benefits package which includes medical, dental, and vision insurance, a 401k plan, paid vacation days, sick leave, and holidays. Additional perks also include opportunities for professional growth and training, making this a rewarding position.

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Common Interview Questions for Relationship Banker - West Georgia - Westside
Can you describe your sales experience related to the Relationship Banker role?

When describing your sales experience, highlight roles where you've directly interacted with clients, identified their needs, and proposed financial solutions. Use specific examples of how you’ve met or exceeded sales targets, showcasing your ability to build relationships and your understanding of banking products.

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How do you prioritize tasks when dealing with multiple clients in a busy branch?

Discuss your approach to time management and prioritizing client needs. You might mention techniques like creating to-do lists, utilizing CRM systems, or assessing each client's urgency. Illustrating your ability to remain calm under pressure is also crucial.

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How would you handle a dissatisfied client as a Relationship Banker?

When responding to this question, emphasize the importance of active listening and empathy. Discuss steps such as acknowledging the client's feelings, offering solutions, and following up to ensure their satisfaction, all of which underline your commitment to exceptional customer service.

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What strategies would you employ to expand your client base?

Share strategies like leveraging social media for outreach, networking within the community, and building referral relationships with existing clients. Outline your approach to maintaining relationships and the importance of follow-ups to encourage repeat business.

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What do you know about Truist and its banking philosophy?

Demonstrate your knowledge of Truist's commitment to customer service, its focus on community engagement, and dedication to professional development. Aligning your values with the company's mission shows your genuine interest in the position.

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Describe a time when you successfully resolved a complex problem for a client.

Use the STAR method (Situation, Task, Action, Result) to provide a structured answer. Discuss the situation, your approach to understanding the client's issue, the actions you took to resolve it, and the positive outcome that resulted from your efforts.

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How would you educate clients about new banking products?

Discuss methods such as one-on-one consultations, group presentations, or informational materials. Stress your ability to tailor the information to each client's needs and encourage questions to ensure understanding.

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How do you stay informed about changes in banking regulations and products?

Highlight your commitment to continuous learning, such as subscribing to industry publications, attending workshops, or participating in training sessions. Mention how these practices help you provide informed advice to clients.

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What role does teamwork play in the position of a Relationship Banker?

Emphasize that teamwork is essential for achieving branch goals and providing exceptional service. Discuss your experience working with others, sharing leads, and collaborating to address client needs effectively.

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How would you handle a situation where a client does not qualify for a loan?

Explain the importance of being honest yet compassionate. Discuss how you would provide clear explanations, suggest alternatives, and maintain a relationship for future opportunities. This shows your commitment to client care even in challenging situations.

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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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Full-time, on-site
DATE POSTED
March 31, 2025

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