Relationship Banker

Truist

. Provide an industry-leading client service experience in person and by phone .

Posted 10/6/2026full-timeStatesville • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship building, consultative sales, and financial solutions while adhering to regulatory compliance and operational procedures. Proficient in handling client transactions and providing exceptional service to meet individual and branch sales targets.

Highest-signal resume keywords

Client Relationship BuildingConsultative Sales ExperienceFinancial Solutions AdvisorySAFE ComplianceSales Goal Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Sales ExperienceConsumer Lending OptionsDeposit Products KnowledgeCredit Products KnowledgeRetirement Products KnowledgeBasic Computer ApplicationsMicrosoft Office ProficiencyTeller TransactionsProblem ResolutionOperational Procedures Understanding

Soft Skills

Excellent Interpersonal SkillsStrong Communication SkillsMulti-tasking AbilityCourteous Client EngagementTeam Collaboration

Certifications & Qualifications

SAFE ComplianceNMLS Background Check

Industry Keywords

Bank OperationsRegulatory RequirementsClient Maintenance RequestsSales TargetsConsultative Conversations

About the role

Key responsibilities & impact

Provide an industry-leading client service experience in person and by phone
Develop and expand new and existing client relationships
Provide financial solutions based on consultative conversations
Refer clients to internal business partners for additional business growth opportunities
Cross-train to perform required teller duties as needed
Handle client maintenance requests, problem resolution and advanced sales functions for deposit, credit, convenience and other products and services
Contribute to client service and individual and branch sales targets
Conduct consultative conversations and refer complex client needs or financial goals to internal specialists
Participate in Truist Retail Community Bank Leadership Routines
Attend sales, service and product knowledge meetings, training classes and web-based learning
Advise on consumer lending options and take loan applications
Follow internal controls, operational procedures and risk management policies
Engage clients in courteous conversations while conducting transactions and uncovering needs
Handle teller transactions and help clients navigate within the branch

Requirements

What you’ll need

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
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
Must meet applicable financial responsibility, character, credit fitness and criminal background standards
Must meet ongoing regulatory requirements
Ability to multi-task under time constraints
Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes
Ability to work weekends and/or extended hours, with occasional travel and overnights
English language fluency required
Associate’s degree or higher preferred
Experience discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients preferred
Demonstrated ability in meeting or exceeding sales goals preferred
General understanding of bank operations, policies and procedures preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
10 sick days, prorated
Paid holidays
Defined benefit pension plan, depending on position and division
Restricted stock units, depending on position and division
Deferred compensation plan, depending on position and division