Relationship Banker - Build Client Wealth & Solutions

Truist; Philadelphia (Philadelphia County); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Truist in Philadelphia seeks a client-focused professional to deliver industry-leading service both in person and on the phone, developing and expanding client relationships while providing financial solutions through consultative conversations and referrals.

This role may be cross-trained to perform teller duties, requires strong interpersonal and communication skills, and offers competitive benefits including health/dental/vision, a 401(k) plan, paid time off and holidays.

Qualifications

• 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.
• Must be SAFE compliant within 30 days of employment in this role, including NMLS background check.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs.

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.
• Advances knowledge of sales techniques and product knowledge 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.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Skills

Interpersonal skills

Communication skills

Microsoft Office

Education

High school diploma or equivalent education

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist in Philadelphia seeks a client-focused professional to deliver industry-leading service both in person and on the phone, developing and expanding client relationships while providing financial solutions through consultative conversations and referrals.

This role may be cross-trained to perform teller duties, requires strong interpersonal and communication skills, and offers competitive benefits including health/dental/vision, a 401(k) plan, paid time off and holidays.