Client Solutions & Relationship Banker

Truist; Phoenixville (Chester County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

AD&D

Savings accounts

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

Restricted RSUs

Deferred compensation

Job summary

Truist in the United States is seeking a Regular Teller/Client Associate to deliver outstanding client service in person and on the phone, and to develop and expand client relationships with consultative financial solutions.

You will cross-train for teller duties, engage clients to identify needs, and collaborate with internal specialists to grow business while upholding internal controls and risk management policies.

Qualifications

• High school diploma or equivalent required; associate degree preferred.
• 2 years of client sales and service experience.
• Proven ability to source and build client relationships.
• Excellent communication skills and proficiency with computers.
• SAFE compliance within 30 days and consistent regulatory adherence.
• Ability to multi-task and travel for staffing needs.
• Weekend/extended hours availability with possible travel.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client service

Sales experience

Interpersonal communication

Multi-tasking

Time management

Relationship building

Professional appearance

Education

High school diploma or equivalent

Associate's degree or higher

Tools

Microsoft Office

CRM software

Cash handling

Job description

Truist in the United States is seeking a Regular Teller/Client Associate to deliver outstanding client service in person and on the phone, and to develop and expand client relationships with consultative financial solutions.

You will cross-train for teller duties, engage clients to identify needs, and collaborate with internal specialists to grow business while upholding internal controls and risk management policies.