Full-Time

Relationship Banker

Posted on 11/19/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Entry, Junior

Spartanburg, SC, USA

Category
Commercial Banking
Finance & Banking
Requirements
  • High school diploma or equivalent education
  • 2 years of client sales and service experience
  • Experience with sourcing and prospecting for new clients and client relationship building
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office
  • 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
  • Ability to multi-task under time constraints
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Responsibilities
  • Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
  • 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.
  • Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
  • Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • 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.
  • Advises on consumer lending options and takes loan applications.
  • 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.
  • 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.

Truist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. The platform includes tools like live chat support, commission-free trading, and an automated rebalancer, allowing RIAs to serve more clients efficiently. Unlike competitors, Truist provides these services for free, monetizing through a custodian service that helps RIAs reduce costs. The goal is to empower RIAs to grow their businesses and improve client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform capabilities.
  • Increased demand for digital transformation supports Altruist's tech-focused solutions.

What critics are saying

  • Competition from Betterment and Wealthfront may erode Altruist's market share.
  • Continuous platform updates may increase operational costs for Altruist.
  • Integration challenges with Orion and Kwanti could impact user satisfaction.

What makes Truist unique

  • Altruist offers commission-free fractional share trading, unlike many competitors.
  • The platform includes a model marketplace and automated rebalancer for RIAs.
  • Altruist provides original content for financial advisors, enhancing their client engagement.

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