Relationship Banker/ Sr. Relationship Banker - Walnutport

Artis Senior Living; Walnutport (Northampton County); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading company in financial services is seeking a Relationship Banker/Sr. Relationship Banker in Walnutport. This role focuses on providing exceptional client service, developing relationships, and offering tailored financial solutions. The ideal candidate will have strong communication skills and a proven sales background, ensuring a consistent client experience while adhering to operational policies.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Retirement Plans

Paid Time Off

Qualifications

• At least 2 years of client sales and service experience.
• Must be SAFE compliant within 30 days of employment.

Responsibilities

• Handle client maintenance requests and sales functions.
• Meet or exceed client service and sales targets.
• Advise on consumer lending options and process loan applications.

Skills

Communication

Client Relationship Management

Sales

Multi-tasking

Education

High school diploma or equivalent

Associate's degree or higher

Job description

Relationship Banker/ Sr. Relationship Banker - Walnutport

Join to apply for the Relationship Banker/ Sr. Relationship Banker - Walnutport role at Artis Senior Living.

The position involves providing exceptional client service both in person and over the phone, developing and expanding client relationships, and offering financial solutions tailored to client needs. The role includes cross-training to support teller transactions as needed.

Essential Duties and Responsibilities

• Handle client maintenance requests, resolve problems, and perform sales functions regarding deposit, credit, and other product lines.
• Meet or exceed client service and sales targets by promoting products and developing relationships.
• Support team sales efforts through consultative conversations and referrals to specialists.
• Participate in leadership routines and enhance sales and product knowledge through training and meetings.
• Advise on consumer lending options and process loan applications.
• Adhere to internal controls, operational procedures, and risk management policies.
• Ensure a consistent client service experience, including greeting clients, conducting transactions, and assisting them within the branch.

Qualifications

Required

• High school diploma or equivalent
• At least 2 years of client sales and service experience
• Experience in sourcing new clients and building relationships
• Excellent communication skills and proficiency with basic computer applications
• Must be SAFE compliant within 30 days of employment
• Ability to multi-task, travel as needed, and work flexible hours including weekends

Preferred

• Associate's degree or higher
• Proven ability to meet sales goals and handle multiple priorities
• Strong verbal and written communication skills
• Experience with deposit, credit, and retirement products

Benefits

Eligible employees receive comprehensive benefits including medical, dental, vision, life insurance, disability, retirement plans, paid time off, and more. Specific benefits depend on employment status and division.

Additional Information

Truist is an Equal Opportunity Employer and a Drug-Free Workplace. Candidates must meet regulatory requirements and may be required to complete background checks and licensing.