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Relationship Banker - Sabraton 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 - Sabraton Branch, Truist

If you're looking to embark on a rewarding journey with Truist as a Relationship Banker at the Sabraton Branch in Morgantown, West Virginia, you're in for an exciting opportunity! This position offers you the chance to provide exceptional client service that truly stands out, both in-person and over the phone. Your role will revolve around developing and nurturing new and existing client relationships, where you'll offer financial solutions tailored to their needs through engaging consultative conversations. Problem-solving will be at the heart of what you do as you handle client requests and assist with teller transactions when needed. You'll play a key part in meeting branch sales targets while enjoying a collaborative environment that supports your success. By utilizing your sales and service experience, you’ll successfully advise clients on various banking products, ensuring compliance with internal controls and overall client satisfaction. Plus, continuous training opportunities will help you enhance your product knowledge, making you an indispensable resource for our clients. If you're passionate about providing top-notch service and want to be part of a team committed to making a difference in the banking experience, then the Relationship Banker role at Truist is just the right fit for you!

Frequently Asked Questions (FAQs) for Relationship Banker - Sabraton Branch Role at Truist
What responsibilities does a Relationship Banker at Truist's Sabraton Branch have?

A Relationship Banker at Truist's Sabraton Branch is responsible for delivering an exceptional client service experience by developing and expanding new and existing client relationships. This includes providing tailored financial solutions, conducting consultative conversations, and supporting branch sales initiatives. The banker also manages client maintenance requests, problem resolution, and performs teller transactions as needed, all while ensuring compliance with internal policies.

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

The Relationship Banker position at Truist requires a high school diploma or equivalent and at least 2 years of client sales and service experience. Candidates should have proven skills in building client relationships, excellent communication capabilities, and basic computer proficiency. Additionally, being SAFE compliant within 30 days of employment is essential.

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What type of training will a Relationship Banker receive at Truist?

At Truist, a Relationship Banker will engage in various training programs focused on enhancing their sales techniques and product knowledge. This includes attending meetings and training sessions that are designed to keep bankers informed about the latest banking products and sales strategies, equipping them with the skills needed to excel in their roles.

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Are there opportunities for career advancement as a Relationship Banker at Truist?

Yes! Truist offers numerous career advancement opportunities for Relationship Bankers. With continuous training and development programs, bankers can grow their skill sets and potentially move into higher leadership roles or specialized positions within the company.

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What benefits does Truist offer to Relationship Bankers?

Truist provides comprehensive benefits for Relationship Bankers, including medical, dental, and vision insurance, life and disability coverage, and a 401k plan. Additionally, bankers are entitled to paid vacation and sick days, as well as holidays, offering a healthy work-life balance.

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Common Interview Questions for Relationship Banker - Sabraton Branch
Can you describe your experience with client relationship management as a Relationship Banker?

When answering this question, emphasize specific experiences where you effectively built relationships, highlighting how you tailored services to meet client needs and achieved sales goals. Use examples that showcase your interpersonal skills and your commitment to client satisfaction.

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How do you handle challenging customer interactions?

Employ a strategy that focuses on active listening and empathy in your response. Share a detailed example where you transformed a challenging situation into a positive experience for the customer, showcasing your problem-solving abilities as a Relationship Banker.

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What strategies would you use to meet sales targets in your role?

Provide insights into your approach to goal setting and customer engagement. Discuss previous success in managing sales initiatives, leveraging customer data, and collaborating with colleagues to devise effective sales strategies that align with the bank’s objectives.

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How do you stay updated on banking products and services?

Mention your commitment to ongoing learning and attending training sessions offered by Truist. Also, explain how utilizing resources such as industry publications and client feedback helps you stay informed about new products and market trends relevant to your role as a Relationship Banker.

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What do you believe is the most important quality for a successful Relationship Banker?

Your answer should highlight the importance of strong interpersonal skills, the ability to genuinely connect with clients, and a commitment to service excellence. Effective communication and problem-solving skills are also key components to discuss.

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Describe a time when you exceeded a client’s expectations.

Provide a specific example from your previous experience, detailing the situation, the action you took, and the positive outcome. Make sure to emphasize how your efforts reinforced client loyalty and satisfaction.

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How do you manage multiple priorities in a fast-paced environment?

Explain your time management and organizational techniques. You might share how tools, prioritization methods, or setting specific timelines helped you remain productive while maintaining excellent service as a Relationship Banker.

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What motivates you to work in the banking sector?

Your response should reflect both your passion for finance and your desire to make a positive impact on individuals and businesses through financial solutions. Be sure to mention how helping clients achieve their financial goals drives your performance in your role.

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Can you explain how you approach consultative selling?

Discuss your process of evaluating client needs through listening and asking relevant questions. Outline how you tailor solutions based on those needs, ensuring that you cultivate a trusting relationship while achieving sales targets.

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What do you know about Truist’s values and culture?

Researching Truist’s mission and values will be important for this response. Emphasize how their emphasis on community involvement, inclusivity, and service aligns with your own professional beliefs and how you see yourself contributing to that culture.

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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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March 31, 2025

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