Relationship Banker: Client Solutions & Lending Expert

Crump Life Insurance Svcs Inc; Boyertown (Berks County); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation is seeking a customer-focused professional to deliver exceptional service in person and by phone. The role supports client relationships, offers financial solutions, and may perform teller duties as needed.

Responsibilities include handling maintenance requests, advising on lending options, and collaborating with internal specialists to meet sales targets while adhering to policies and risk controls.

Qualifications

• Must have high school diploma; associate degree preferred.
• 2 years of client sales and service experience required.
• Strong interpersonal and communication skills essential.
• Proficiency with basic computer applications (Microsoft Office).
• SAFE/Mortgage Licensing Act compliance within 30 days, including NMLS background check.

Responsibilities

• Handle routine client maintenance requests and sales functions for deposits, credit, and services.
• Help meet client service and branch sales targets through relationship development.
• Refer complex needs to internal specialists for financial goals.
• Participate in Leadership Routines of the Retail Community Bank.
• Attend training and product knowledge sessions to improve selling:**
• Advise on consumer lending options and take loan applications.
• Ensure compliance with internal controls and policies.
• Assist with teller duties and greet customers to create a positive experience.

Skills

Client sales

Interpersonal skills

Microsoft Office

Travel flexibility

Time management

Weekend availability

Education

High school diploma

Associate degree

Job description

Truist Financial Corporation is seeking a customer-focused professional to deliver exceptional service in person and by phone. The role supports client relationships, offers financial solutions, and may perform teller duties as needed.

Responsibilities include handling maintenance requests, advising on lending options, and collaborating with internal specialists to meet sales targets while adhering to policies and risk controls.