Relationship Banker

Truist

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

Posted 10/6/2026full-timeMarlton • New Jersey • United StatesJuniorMid-Level💰 $45,760 - $56,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship building and consultative sales, with a strong focus on delivering exceptional client service and meeting sales targets. Proficient in advising on financial products and ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client Relationship BuildingConsultative Sales ExperienceSAFE ComplianceSales Target AchievementFinancial Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client MaintenanceConsumer Lending OptionsDeposit ProductsCredit ProductsSales FunctionsBasic Computer ApplicationsBank Operations KnowledgeProblem ResolutionMulti-taskingProspecting

Soft Skills

Interpersonal SkillsCommunication Skills

Tools & Technologies

Microsoft Office

Certifications & Qualifications

SAFE ComplianceNMLS Registration

Industry Keywords

Client Service ExperienceFinancial SolutionsBranch OperationsRisk Management PoliciesSales Goals

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 and perform teller duties as needed
Handle client maintenance requests, resolve problems, and perform sales functions for deposit, credit, convenience, and other products and services
Meet or exceed client service, 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
Conduct transactions, engage clients courteously, uncover needs, greet clients, and help them navigate 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
Proficiency in basic computer applications, such as Microsoft Office
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable NMLS registration and background check requirements
Must meet ongoing regulatory requirements
Ability to multi-task under time constraints
Ability to travel for temporary staffing needs, including temporary assignment or locale changes
Ability to work weekends and/or extended hours; occasional travel and overnights may be included
Saturday work required
Associate’s degree or higher preferred
Experience discussing, recommending, and selling deposit, credit, and retirement products preferred
Demonstrated ability to meet or exceed sales goals preferred
General understanding of bank operations, policies, and procedures preferred

Benefits

Comp & perks

Additional incentive pay
Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
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