Relationship Banker- Warminster

Truist Financial Corporation; Warminster Township (Bucks County); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to enhance client relationships and provide tailored financial solutions. In this dynamic role, you will engage with clients both in person and over the phone, ensuring a top-notch service experience. Your ability to build relationships will be key as you support sales processes and collaborate with internal specialists to meet complex client needs. This position offers a fantastic opportunity to grow your career in a supportive environment that values client satisfaction and teamwork.

Qualifications

• 2 years of client sales and service experience required.
• Proficiency in basic computer applications like Microsoft Office.

Responsibilities

• Provide an industry-leading client service experience in person and on the phone.
• Support team sales process through consultative conversations.

Skills

Client Sales Experience

Interpersonal Skills

Communication Skills

Microsoft Office Proficiency

Multi-tasking Ability

Education

High School Diploma

Associate's Degree or Higher

Job description

Job Description

Responsible for providing an industry-leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

Essential Duties and Responsibilities

1. Exercises advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience, and other product and service lines.
2. Contributes to meeting or exceeding client service and sales targets by offering products and services focused on developing, expanding, and retaining relationships.
3. Supports team sales process by conducting consultative conversations and referring complex client needs to internal specialists.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Advances individual knowledge of sales techniques and product knowledge through attending meetings, training classes, and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures, and risk management policies, staying informed of all policy changes.
8. Ensures a consistent client service experience by engaging clients courteously during transactions and helping them navigate within the branch.

Qualifications

Required Qualifications:

• High school diploma or equivalent
• 2 years of client sales and service experience
• Experience in sourcing and prospecting for new clients and relationship building
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications like Microsoft Office
• Must be SAFE compliant within 30 days of employment, including NMLS background check
• Ability to multi-task under time constraints
• Ability to travel for temporary staffing needs or locale changes
• Availability to work weekends and extended hours, with occasional travel and overnights

Preferred Qualifications:

• Associate’s degree or higher
• Ability to handle multiple priorities under time constraints
• Excellent verbal and written communication skills
• Experience in discussing, recommending, and selling deposit, credit, and retirement products
• Proven ability to meet or exceed sales goals
• Understanding of bank operations, policies, and procedures