What are the responsibilities and job description for the Relationship Banker or Senior Relationship Banker position at Truist?
Company Description Truist Financial Corporation is a purpose-driven financial services company focused on inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with strong market presence in many high-growth U.S. markets. The company offers a broad range of products and services, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending. Truist Bank is a Member FDIC and an Equal Housing Lender, providing a stable and regulated environment for both clients and team members. Candidates can learn more about Truist and its social media terms and conditions at Truist.com.
Role Description This full-time, on-site Relationship Banker or Senior Relationship Banker role is based in Dundalk, MD. The role focuses on serving consumer and small business clients by providing personalized banking solutions, including deposits, loans, and other financial products aligned with client needs and goals. Daily responsibilities include building and deepening client relationships, conducting financial conversations, opening and servicing accounts, processing transactions, and referring clients to specialized partners for more complex needs. The role also involves educating clients on digital banking tools, proactively identifying opportunities to improve their financial well-being, and ensuring compliance with bank policies and regulatory requirements. Team members collaborate with branch colleagues to deliver consistent, high-quality customer service and contribute to branch performance goals.
Qualifications
Role Description This full-time, on-site Relationship Banker or Senior Relationship Banker role is based in Dundalk, MD. The role focuses on serving consumer and small business clients by providing personalized banking solutions, including deposits, loans, and other financial products aligned with client needs and goals. Daily responsibilities include building and deepening client relationships, conducting financial conversations, opening and servicing accounts, processing transactions, and referring clients to specialized partners for more complex needs. The role also involves educating clients on digital banking tools, proactively identifying opportunities to improve their financial well-being, and ensuring compliance with bank policies and regulatory requirements. Team members collaborate with branch colleagues to deliver consistent, high-quality customer service and contribute to branch performance goals.
Qualifications
- Candidates should possess strong relationship building and client engagement skills.
- Candidates should possess experience in financial services and a solid understanding of finance concepts.
- Candidates should possess excellent customer service skills and a client-focused mindset.
- Candidates should possess knowledge of loans and ability to discuss lending options responsibly.
- Additional beneficial qualifications include prior retail or branch banking experience, familiarity with regulatory and compliance standards, proficiency with digital banking platforms and basic office software, and the ability to work collaboratively in a team-oriented environment.
- A high school diploma or equivalent is typically required; relevant college coursework or a degree in business, finance, or a related field is preferred.