Relationship Banker / SrRB - Osceola West
Truist Financial, Kissimmee, Florida, United States, 34747
Relationship Banker / SrRB - Osceola West
Truist Financial
– 2+ years client sales and service experience. Primary responsibilities involve providing an industry‑leading client service experience both in person and on the phone, developing and expanding new and existing client relationships, and cross‑training to perform required teller duties as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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 and 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
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, with 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, including new or transfer registration and applicable NMLS background check with financial responsibility, character, credit fitness and criminal background standards.
7. Ability to multi‑task under time constraints.
8. Ability to travel to accommodate temporary staffing needs as required, including temporary assignment or locale changes.
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
QUALIFICATIONS – PREFERRED
1. Associates 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.
BENEFITS SUMMARY
– Eligible employees receive medical, dental, vision, life insurance, disability coverage, 401(k) matching, paid vacation and sick days, paid holidays, and access to a range of company‑wide benefit plans. Additional benefits may include deferred compensation, restricted stock units, and a defined benefit pension plan, depending on the position and division.
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.
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– 2+ years client sales and service experience. Primary responsibilities involve providing an industry‑leading client service experience both in person and on the phone, developing and expanding new and existing client relationships, and cross‑training to perform required teller duties as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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 and 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
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, with 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, including new or transfer registration and applicable NMLS background check with financial responsibility, character, credit fitness and criminal background standards.
7. Ability to multi‑task under time constraints.
8. Ability to travel to accommodate temporary staffing needs as required, including temporary assignment or locale changes.
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
QUALIFICATIONS – PREFERRED
1. Associates 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.
BENEFITS SUMMARY
– Eligible employees receive medical, dental, vision, life insurance, disability coverage, 401(k) matching, paid vacation and sick days, paid holidays, and access to a range of company‑wide benefit plans. Additional benefits may include deferred compensation, restricted stock units, and a defined benefit pension plan, depending on the position and division.
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.
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