Relationship Banker: Client Solutions & Service Expert

Truist Wealth; Marlton (NJ); On-site; USD 46,000 - 57,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Wealth is seeking a Regular position to deliver exceptional client service both in person and by phone. You will develop and expand client relationships, offer financial solutions, and refer complex needs to specialists, while cross-training to assist with teller duties as needed.

The role emphasizes meeting service and sales targets through consultative conversations, product knowledge, and effective client interaction across deposit, credit, and retirement-related solutions.

Qualifications

• Must have high school diploma or equivalent
• Requires strong client service and sales aptitude
• Ability to navigate multiple systems and maintain accuracy

Responsibilities

• Provide industry-leading client service in person and by phone
• Develop and expand client relationships to meet sales targets
• Cross-train to perform teller duties as needed
• Advise on consumer lending options and take loan applications
• Refer more complex needs to internal specialists
• Ensure compliance with policies and risk controls
• Support branch sales processes to meet service and sales goals
• Contribute to team routines and continuous learning

Skills

Client service experience

Prospecting & relationship building

Interpersonal communication

Multitasking

Time management

Travel flexibility

Weekend hours availability

Compliance awareness

Education

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Regular position to deliver exceptional client service both in person and by phone. You will develop and expand client relationships, offer financial solutions, and refer complex needs to specialists, while cross-training to assist with teller duties as needed.

The role emphasizes meeting service and sales targets through consultative conversations, product knowledge, and effective client interaction across deposit, credit, and retirement-related solutions.