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Relationship Banker - Kingwood Branch

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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 - Kingwood Branch, Truist

Are you ready to take on an exciting role as a Relationship Banker at Truist's Kingwood Branch? This position is all about fostering genuine client relationships and providing top-notch service both in-person and over the phone. As a Relationship Banker, you'll be the go-to person for clients seeking financial solutions that cater to their needs, making consultative conversations key in your day-to-day interactions. Your ability to assess client needs will not only help you excel but also contribute to the growth of your branch's sales targets. Plus, you'll be cross-trained to handle teller transactions, ensuring you can support your team wherever necessary. Whether it's guiding clients through their financial journey or collaborating with internal specialists on complex client needs, every day will bring new opportunities for professional growth. To thrive in this role, you’ll need at least two years of client sales and service experience, strong interpersonal skills, and proficiency in basic computer applications. Join us at Truist, where you'll enjoy a work environment that values continuous learning and personal development while delivering exceptional service to our clients.

Frequently Asked Questions (FAQs) for Relationship Banker - Kingwood Branch Role at Truist
What are the main responsibilities of a Relationship Banker at Truist Kingwood Branch?

As a Relationship Banker at Truist's Kingwood Branch, your primary responsibilities include providing exceptional client service, developing new client relationships, offering financial solutions based on client needs, and supporting team sales processes. You will play a vital role in meeting both individual and branch sales targets while ensuring compliance with operational procedures and risk management policies.

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

To qualify for the Relationship Banker position at Truist, you'll need a high school diploma or equivalent and at least two years of client sales and service experience. Strong communication and interpersonal skills are essential, along with proficiency in computer applications. Candidates must be SAFE compliant within 30 days of employment and should be comfortable working in a dynamic environment that may require juggling multiple priorities.

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How can I succeed as a Relationship Banker at Truist?

Success as a Relationship Banker at Truist involves honing your consultative selling skills, maintaining in-depth product knowledge, and actively engaging with clients. Building strong relationships and understanding their unique financial goals will be key to your success. Participation in training programs and contributing to team efforts to meet sales goals will further enhance your performance and growth within the company.

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What type of training and development does Truist offer for Relationship Bankers?

Truist is committed to the continuous development of its employees. As a Relationship Banker, you can expect to participate in various training programs that enhance your sales techniques and product knowledge. You'll be encouraged to attend service meetings and online learning sessions that keep you updated on best practices and help you excel in your role.

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What are the career advancement opportunities for Relationship Bankers at Truist?

Truist values career progression and provides pathways for Relationship Bankers to advance within the organization. Strong performance can open doors to leadership positions or specialized roles within different divisions. Additionally, Truist offers training and mentoring programs to help you develop the skills needed to achieve your career goals.

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Common Interview Questions for Relationship Banker - Kingwood Branch
Can you explain your client relationship-building approach as a Relationship Banker?

In interviews, articulate how you prioritize understanding a client's needs through active listening and personalized service. Discuss how you use consultative selling techniques to tailor financial solutions, emphasizing the importance of fostering trust and rapport.

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How do you handle challenging client interactions?

Prepare to share specific examples demonstrating your conflict resolution skills. Highlight your ability to remain calm under pressure and your commitment to finding satisfying outcomes for clients, which not only resolves issues but also strengthens relationships.

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What sales techniques do you find effective when promoting financial products?

Discuss your understanding of consultative selling, where you focus on identifying client needs before recommending products. Mention specific strategies you use to inform and educate clients about various financial solutions, as well as how you track your sales performance.

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Describe a time when you exceeded a sales goal.

Share a detailed story that illustrates your proactive approach in achieving the sales goal, the strategies you implemented, and the positive outcome for both you and the client. This demonstrates your ambition and dedication to achieving results.

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How do you stay informed about industry changes and financial products?

Explain your commitment to professional development by mentioning resources you utilize such as training sessions, webinars, professional associations, and industry news. This highlights your dedication to staying current and providing informed services to clients.

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What role does teamwork play in your success as a Relationship Banker?

Emphasize how collaboration with colleagues enhances the client experience. Discuss examples where you have successfully worked with team members to meet sales objectives or resolve complex client situations, showing your ability to contribute positively to a team environment.

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How would you prioritize tasks in a busy customer-facing role?

Illustrate your time management skills by providing a reasonable framework for prioritizing tasks. Explain how you would assess urgent client needs and balance them against scheduled responsibilities, ensuring high-quality service always takes precedence.

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Can you share an example of how you achieved a high level of client satisfaction?

Provide a specific example that showcases your commitment to exceptional service. Focus on a particular instance where you went above and beyond to meet a client's needs, emphasizing the positive feedback you received as a result.

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What do you think makes Truist a great place to work?

Share your understanding of Truist’s values, culture, and commitment to employee development. Discuss how aligning your personal and professional values with the company's can foster a fulfilling organizational experience for both you and the clients you serve.

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How do you ensure compliance with banking regulations?

Discuss your understanding of the importance of regulatory compliance in banking. Include specific strategies you use to stay updated on regulations and how you incorporate them into your daily processes to ensure that client interactions remain compliant and smooth.

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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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