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Relationship Banker - Greensboro

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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 - Greensboro, Truist

Join the team at Truist Financial Corporation as a Relationship Banker in Greensboro! Are you passionate about providing exceptional client service? In this role, you will be the driving force behind developing and expanding client relationships. You’ll engage with clients both in-person and over the phone, offering financial solutions that truly meet their needs. Your advanced skills will shine as you handle routine client maintenance, tackle problem resolutions, and excel in sales functions involving deposits and credit products. Building strong relationships is key, so your ability to conduct consultative conversations will help not only in identifying client needs but also in referring them to the right internal experts for added support. Becoming a part of Truist means committing to growth—both for yourself and your clients. You’ll take part in ongoing training, develop your sales techniques, and stay updated on various banking products. Flexibility is important in this position; you may support teller transactions as needed, ensuring a seamless client experience. With a high school diploma and two years of client sales experience, you’ll be well-prepared to thrive. If you’re capable of multitasking and proficient in Microsoft Office, this is a fantastic opportunity for you to make a lasting impact. Ready to take your career to the next level? We’d love to have you on board at Truist Financial Corporation, where we make banking a more personal experience.

Frequently Asked Questions (FAQs) for Relationship Banker - Greensboro Role at Truist
What are the responsibilities of a Relationship Banker at Truist Financial Corporation?

As a Relationship Banker at Truist Financial Corporation, your primary responsibilities will include providing top-notch client service, both in person and over the phone. You'll engage in consultative conversations to understand client needs, offer suitable financial solutions, support sales processes, and even assist with teller transactions when necessary. Your role also involves striving to meet individual and branch sales targets by expanding and retaining customer relationships–a crucial aspect that makes this position impactful.

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

To become a Relationship Banker at Truist, you'll need a high school diploma or equivalent education, along with two years of client sales and service experience. Proficiency in Microsoft Office and excellent communication skills are essential. Additionally, you must comply with the SAFE Mortgage Licensing Act within 30 days of employment. A demonstrated ability for customer relationship building and multitasking under pressure will also be vital for your success in this role.

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How does Truist support employee training and development for Relationship Bankers?

Truist is committed to the ongoing growth of its team members, which is especially true for Relationship Bankers. You’ll have opportunities to participate in regular training sessions and workshops focused on sales techniques, product knowledge, and client service. Attending these sessions not only fine-tunes your skills but also helps you keep abreast of changes in banking policies and products, ultimately enhancing the service you provide to clients.

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

As a Relationship Banker at Truist, you'll typically work the first shift, which allows for a stable yet dynamic work routine. Keep in mind that this job may require flexibility, as there could be instances where weekend work or temporary staffing assignments become necessary. Your adaptability will not only contribute to team success but also enhance your banking experience.

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What benefits can I expect as a Relationship Banker at Truist?

Working as a Relationship Banker at Truist comes with a comprehensive benefits package that includes medical, dental, and vision insurance, as well as life and disability coverages. You'll receive at least 10 days of vacation in addition to sick days and paid holidays. Furthermore, you can participate in a 401k plan, which is a great way to invest in your future while advancing your career with Truist Financial Corporation.

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Common Interview Questions for Relationship Banker - Greensboro
How would you approach building a new client relationship as a Relationship Banker?

To build a new client relationship, I would start by understanding their financial needs through active listening and engaging conversation. It's crucial to create a comfortable environment where clients feel valued and understood, allowing me to recommend tailored solutions that fit their specific situations.

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Can you describe a time when you went above and beyond for a client?

Absolutely! Once, a client faced issues with a loan application. I took the time to understand their concerns, collaborated with my colleagues to resolve the issue swiftly, and kept the client informed throughout the process. Their appreciation for my efforts solidified our relationship and led to future referrals.

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How do you stay informed about banking products and market trends?

I regularly attend training sessions and workshops offered by Truist, read industry publications, and network with colleagues. Staying informed about new products and market trends enables me to provide accurate and relevant advice to clients.

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What strategies do you use to meet sales targets?

To meet sales targets, I focus on building relationships and understanding clients' needs. By conducting consultative conversations, I can offer personalized solutions that align with their financial goals, which inevitably leads to increased sales.

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How would you handle a difficult client?

When dealing with a difficult client, my approach is to remain calm and composed. Listening actively to their concerns and apologizing for any inconvenience helps to de-escalate the situation. I aim to find a mutually agreeable solution that addresses their issues and restores their trust.

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How do you prioritize tasks during a busy workday?

I prioritize tasks by assessing their urgency and importance. I use tools like to-do lists and customer relationship management software to stay organized and ensure that I address critical client needs while efficiently managing my time throughout the day.

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What role does teamwork play in the relationship banker position?

Teamwork is essential for a Relationship Banker. Collaborating with colleagues allows us to share insights, refer clients to specialists, and create a seamless client experience. A strong team enhances overall service quality and drives better outcomes for our clients.

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Describe your experience with client sales and service.

I have over two years of experience in client sales and service, where I honed my skills in building strong relationships, managing client queries, and promoting financial products. My ability to connect with clients and tailor solutions to their needs has consistently contributed to achieving sales targets.

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

I admire Truist’s dedication to creating personal banking experiences for its clients. I want to be a part of a company that values meaningful customer relationships while providing ample opportunities for professional growth and development.

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How do you ensure compliance with financial policies and regulations?

I ensure compliance by staying abreast of current regulations and internal policies. Attending training and reviewing updates help me maintain high standards of compliance in all my interactions and transactions.

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DATE POSTED
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