Relationship Banking Specialist: Grow Client Wealth

Truist; Reading (Berks County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist in Reading, PA is seeking a customer service oriented professional to deliver industry-leading client service and expand client relationships. The role combines in-person and phone interactions, offering financial solutions and referrals to partners, with cross-training to perform teller duties as needed.

You will support sales targets, follow policies, handle teller transactions, advise on lending options, and maintain regulatory compliance while delivering a friendly, professional

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days including NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs.
• Ability to work weekends and extended hours with possible travel/overnights.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client sales

Customer service

Interpersonal skills

Communication skills

Microsoft Office

Multi-tasking

Travel readiness

Education

High school diploma or equivalent

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist in Reading, PA is seeking a customer service oriented professional to deliver industry-leading client service and expand client relationships. The role combines in-person and phone interactions, offering financial solutions and referrals to partners, with cross-training to perform teller duties as needed.

You will support sales targets, follow policies, handle teller transactions, advise on lending options, and maintain regulatory compliance while delivering a friendly, professional