Relationship Banker- Waldorf
Truist, Waldorf, MD, United States
Relationship Banker
Annual base salary:
$45,760
–
$59,500 . Additional incentive pay is available.
Senior Relationship Banker Annual base salary:
$45,760
–
$68,500 . Additional incentive pay is available.
Essential Duties And Responsibilities
Exercise advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience, and other product and service lines.
Contribute to meeting or exceeding client service, individual, and branch sales targets by offering products and services with a focus on developing, expanding, and retaining relationships.
Support the team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commit 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.
Advise on consumer lending options and take loan applications.
Adhere to internal controls, operational procedures, and risk‑management policies. Stay informed of all changes in policies and procedures to ensure compliance with current guidelines.
Ensure a consistent client service experience by engaging clients with a 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.
Required Qualifications
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, including new or transfer of registration and applicable NMLS background check.
Ability to multi‑task under time constraints.
Ability to travel to accommodate temporary staffing needs as required, including temporary assignment or locale changes.
Ability to work weekends and/or extended hours, with occasional travel and overnights possible.
Preferred 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.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division offering the position. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and full‑time or part‑time status) during their first year of employment, along with 10 sick days (prorated), and paid holidays. Additional benefits may include Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation 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 any other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.
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$45,760
–
$59,500 . Additional incentive pay is available.
Senior Relationship Banker Annual base salary:
$45,760
–
$68,500 . Additional incentive pay is available.
Essential Duties And Responsibilities
Exercise advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience, and other product and service lines.
Contribute to meeting or exceeding client service, individual, and branch sales targets by offering products and services with a focus on developing, expanding, and retaining relationships.
Support the team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commit 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.
Advise on consumer lending options and take loan applications.
Adhere to internal controls, operational procedures, and risk‑management policies. Stay informed of all changes in policies and procedures to ensure compliance with current guidelines.
Ensure a consistent client service experience by engaging clients with a 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.
Required Qualifications
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, including new or transfer of registration and applicable NMLS background check.
Ability to multi‑task under time constraints.
Ability to travel to accommodate temporary staffing needs as required, including temporary assignment or locale changes.
Ability to work weekends and/or extended hours, with occasional travel and overnights possible.
Preferred 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.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division offering the position. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and full‑time or part‑time status) during their first year of employment, along with 10 sick days (prorated), and paid holidays. Additional benefits may include Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation 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 any other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.
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