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TruistPosted 1 month ago

Relationship Banker- Dixie Valley

On-siteLouisville, Kentucky, United States

Full TimeAssociates DegreeEnterprise

Job Summary

Provide an industry-leading client service experience in person and on the phone through the development and expansion of new and existing client relationships. Offer financial solutions based on consultative conversations, referring complex needs to internal specialists, and advising on consumer lending options while taking loan applications. Perform routine client maintenance, problem resolution, and advanced sales functions across deposit, credit, and convenience product lines to meet branch sales targets. Execute teller transactions, greeting clients and helping them navigate the branch as needed. Adhere to internal controls, operational procedures, and risk management policies while attending sales, service, and product knowledge meetings to advance expertise. Maintain SAFE compliance and stay informed of all policy changes.

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 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
  • English (Required)

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

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