Relationship Banking Lead - Grow Client Wealth

Truist Bank; Lancaster (Lancaster County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Sick days

Job summary

Truist Bank is seeking a customer-focused professional to develop and expand client relationships while delivering top-tier service. You will meet client needs with financial solutions obtained through consultative conversations and referrals to partners for growth opportunities.

The role includes cross-training to perform teller duties as needed, advising on consumer lending, and staying compliant with bank policies. Weekend hours and travel may be required.

Qualifications

• High school diploma or equivalent required.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency with basic computer applications (MS Office).

Responsibilities

• Provide industry-leading client service and expand client relationships.
• Offer financial solutions based on consultative conversations and referrals.
• Refer clients to internal partners for growth opportunities.
• Cross-train to perform teller duties as needed.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and policies; stay informed of updates.
• Lead sales initiatives within the branch.
• Deliver professional service with courteous, proactive client engagement.

Skills

Sales & service

Client prospecting

Communication skills

MS Office

Multi-tasking

Weekend hours

Travel flexibility

Education

High school diploma or equivalent

Associate’s degree or higher

Job description

Truist Bank is seeking a customer-focused professional to develop and expand client relationships while delivering top-tier service. You will meet client needs with financial solutions obtained through consultative conversations and referrals to partners for growth opportunities.

The role includes cross-training to perform teller duties as needed, advising on consumer lending, and staying compliant with bank policies. Weekend hours and travel may be required.