Truist Sr. Relationship Banker- Lakepointe Towne Crossing in Lewisville, Texas
Req ID: R0052161
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Responsible for providing an industry leading client service experience 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. May be cross trained to assist with 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.
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 and selling products and services and 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 and 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.
Leads sales initiatives within the branch and acts as an expert resource.
Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
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.
Associate's degree or equivalent education and related training
Four years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
Knowledge of bank operations, policies and procedures
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
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
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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