About the Company
Truist Bank is a leading financial services company committed to helping clients achieve financial well-being. Formed from the merger of BB&T and SunTrust, Truist serves approximately 15 million households with a full range of banking services, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, and insurance. We empower our teammates to build strong relationships and make a positive impact in the communities we serve.
Job Description
We are seeking a highly skilled and experienced Personal Banker to join our team in New Port Richey. This role is crucial for fostering deep client relationships, understanding their financial needs, and providing tailored solutions that help them achieve their goals. The ideal candidate will possess a strong sales acumen, exceptional customer service skills, and a comprehensive understanding of banking products and services. You will be responsible for managing a portfolio of clients, identifying opportunities for cross-selling, and ensuring a seamless and positive banking experience.
Key Responsibilities
- Manage and grow a dedicated portfolio of high-value and prospective clients.
- Proactively identify client financial needs through in-depth conversations and financial reviews.
- Recommend and cross-sell appropriate banking products and services, including deposit accounts, loans, credit cards, and investment solutions.
- Process complex banking transactions accurately and efficiently, adhering to all bank policies and regulatory requirements.
- Act as a primary point of contact for clients, resolving inquiries and issues promptly and professionally.
- Educate clients on digital banking tools and services to enhance their banking experience.
- Collaborate with internal partners (e.g., Mortgage, Wealth Management) to provide holistic financial advice.
- Achieve and exceed individual and branch sales and service goals.
- Maintain a thorough knowledge of all bank products, services, and compliance regulations.
- Participate in community events and business development activities to expand client base.
Required Skills
- Minimum of 3 years of experience in a personal banking, relationship management, or financial sales role.
- Proven track record of achieving sales targets and building strong client relationships.
- Excellent communication and interpersonal skills, with the ability to build rapport quickly.
- Strong understanding of consumer banking products (deposits, loans, credit cards).
- Proficiency in banking software and Microsoft Office Suite.
- Ability to work independently and as part of a team in a fast-paced environment.
- NMLS registration or ability to obtain upon hire.
Preferred Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- Existing FINRA Series 6/7 and 63/65 (or 66) licenses.
- Experience with financial planning and investment products.
- Bilingual proficiency (e.g., Spanish) is a plus.
Perks & Benefits
- Competitive base salary with unlimited commission potential.
- Performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and holidays.
- Tuition reimbursement and professional development opportunities.
- Employee banking benefits.
- Career advancement opportunities within a large financial institution.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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