Client Relationship Banking Advisor

Truist Financial Corporation; West Chester (Chester County); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist is seeking a sales‑oriented client service professional in the United States, based in West Chester. You will build and expand client relationships, advise on financial solutions, and may assist with teller duties as needed.

You will engage in consultative conversations, meet service and sales targets, and collaborate with internal specialists to address complex client needs while maintaining compliance with policies and procedures.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience 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 compliant within 30 days, including NMLS checks.
• Ability to multi-task under time constraints.
• Ability to travel for temporary staffing needs and weekend/extended hours.

Responsibilities

• Provide industry leading client service in person and by phone.
• Develop and expand client relationships to meet financial goals.
• Refer complex needs to internal specialists for additional opportunities.
• Participate in Retail Community Bank routines and training.
• Improve knowledge of sales techniques and product knowledge through trainings.

Skills

Client sales

Communication

Multi-tasking

Microsoft Office

Interpersonal skills

Sales goals

Education

High school diploma or equivalent

Associate’s degree

Tools

Microsoft Office

Job description

Truist is seeking a sales‑oriented client service professional in the United States, based in West Chester. You will build and expand client relationships, advise on financial solutions, and may assist with teller duties as needed.

You will engage in consultative conversations, meet service and sales targets, and collaborate with internal specialists to address complex client needs while maintaining compliance with policies and procedures.