Full-Time

Relationship Banker / Senior Relationship Banker

Confirmed live in the last 24 hours

Truist

Truist

10,001+ employees

Provides banking, lending, and wealth management services

No salary listed

Junior, Mid

Houston, TX, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Risk Management
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.
Desired Qualifications
  • Associate’s degree or higher
  • Demonstrated ability to handle multiple priorities under time constraints
  • Excellent verbal and written communication skills
  • Ability to respond in a professional manner with a high level of service quality
  • Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
  • Demonstrated ability in meeting or exceeding sales goals
  • General understanding of bank operations, policies and procedures

Truist Financial Corporation provides a variety of financial services to over 10 million households in the United States. Their offerings include personal and commercial banking, lending, and wealth management. Truist focuses on integrated relationship management solutions, catering to individuals, small businesses, and large corporations. The company earns revenue through interest on loans, fees for banking services, and advisory fees for wealth management. What sets Truist apart from its competitors is its commitment to community development, demonstrated through partnerships with organizations like the NFL and the Atlanta Braves to support local initiatives. The goal of Truist is to inspire and build better lives and communities by leveraging experienced leadership and strategic partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

Washington DC, District of Columbia

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Phygital banking enhances customer experience and operational efficiency.
  • Sports partnerships attract a broader customer base and increase brand visibility.
  • Technological investments improve financial reporting and compliance solutions.

What critics are saying

  • Competition in phygital banking pressures Truist to accelerate digital transformation.
  • Workiva stake exposes Truist to market volatility risks.
  • Significant community grants may impact financial flexibility during economic downturns.

What makes Truist unique

  • Truist integrates digital and physical banking for enhanced customer engagement.
  • Strategic sports partnerships boost brand visibility and align with community goals.
  • Grants to organizations highlight Truist's commitment to social responsibility.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Company News

Atlanta Standard
Jun 6th, 2025
Falcons' Pro Summit prepares players for life beyond NFL

The event was the Atlanta Falcons' 2025 Pro Summit, presented by Airbnb and Truist.

VersAbility
May 20th, 2025
VersAbility Resources Receives $100,000 Grant from Truist Foundation to Advance Inclusive Workforce Development

VersAbility Resources receives $100,000 grant from Truist Foundation to advance inclusive workforce development.

Holy City Sinner
May 20th, 2025
Trident United Way Receives $87,500 Grant from Truist Foundation to Support Financial Stability for Tri-County Workforce

Trident United Way is proud to announce it has received a grant of $87,500 from Truist Foundation to support Pathways to Stability, an innovative program that helps workers stay on the job during financial hardships while also helping local businesses keep employees on staff and boost productivity.

YMCA of Charlotte
May 8th, 2025
YMCA of Greater Charlotte Receives $500,000 Grant from Truist Charitable Fund

YMCA of Greater Charlotte receives $500,000 grant from Truist Charitable Fund.

Sportsbet
May 7th, 2025
PGA Tour playing in Philadelphia for first time in over 5 years

With the Truist's annual venue serving as the host for the PGA Championship a replacement for the year was necessary and the Philadelphia Cricket Club stepped up.