Senior Relationship Advisor

Truist Financial Corporation; West Grove (PA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k plan

Paid time off

Job summary

Truist Financial Corporation is seeking a client-focused banker to deliver outstanding service in person and by phone, building and expanding client relationships with consultative conversations. You will offer financial solutions and refer opportunities to partners for growth, with potential cross-training to fulfill teller duties.

The role emphasizes meeting branch sales targets, participating in leadership routines, and maintaining compliance with policies.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Strong interpersonal and communication skills.
• Proficiency with basic computer applications (Microsoft Office).
• SAFE compliance within 30 days and successful background check.
• Ability to multi-task under time constraints and travel as needed.
• Weekend and extended hours availability with possible overnight travel.

Responsibilities

• Provide excellent client service in person and on the phone.
• Develop and expand client relationships with consultative conversations.
• Offer financial solutions and refer to business partners for growth.
• Cross-train to perform teller duties as needed.
• Support branch sales targets and participate in leadership routines.
• Adhere to internal controls and risk management policies.

Skills

Client sales

Service experience

Interpersonal skills

Microsoft Office

Multi-tasking

Travel flexibility

Weekend hours

Education

High school diploma

Associate degree preferred

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a client-focused banker to deliver outstanding service in person and by phone, building and expanding client relationships with consultative conversations. You will offer financial solutions and refer opportunities to partners for growth, with potential cross-training to fulfill teller duties.

The role emphasizes meeting branch sales targets, participating in leadership routines, and maintaining compliance with policies.