Relationship Banker: Growth, Lending & Elite Service

Truist; Newtown (PA); Vor Ort; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

401(k) with company match

Paid vacation and sick days

Zusammenfassung

Truist Financial Corporation seeks a customer-focused role to maintain and expand client relationships while delivering financial solutions. The position blends client service with sales, and includes occasional teller duties as needed.

Ideal candidates have 2+ years of client sales/service experience, strong communication, and proficiency with basic computer applications. Regular weekend work and travel may be required.

Qualifikationen

• Client service experience and ability to develop and expand client relationships.
• Familiarity with product and service lines and ability to reference referrals to specialists.
• Basic computer proficiency (Microsoft Office).
• Compliance with regulatory requirements and internal policies.
• Ability to travel and work varied shifts including weekends.

Aufgaben

• Provide industry-leading client service in person and by phone.
• Develop and expand client relationships through consultative conversations.
• Refer complex needs to internal specialists for solutions.
• Assist with teller duties as needed.
• Adhere to policies, procedures and risk management guidelines.
• Advise on consumer lending options and take loan applications.
• Contribute to branch sales targets through product recommendations.
• Engage clients to understand needs during transactions.

Kenntnisse

Client sales & service

Interpersonal communication

Microsoft Office

English proficiency

Sales targets

Time management

Ability to multi-task

Ausbildung

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Jobbeschreibung

Truist Financial Corporation seeks a customer-focused role to maintain and expand client relationships while delivering financial solutions. The position blends client service with sales, and includes occasional teller duties as needed.

Ideal candidates have 2+ years of client sales/service experience, strong communication, and proficiency with basic computer applications. Regular weekend work and travel may be required.