Senior Relationship Banker: Build Relationships & Lending

Truist Financial Corporation; Philadelphia (Philadelphia County); On-site; USD 42,000 - 52,000; Full time

Job summary

Truist is seeking a client-focused professional in Philadelphia to deliver industry-leading service and build trusted client relationships. The role blends in-branch service with proactive sales to meet client needs and referrals to specialists for complex financial goals.

The position may include cross-training for teller duties, requiring strong communication and a consultative approach to banking products. Flexibility for weekend/hours is anticipated.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and client relationships.
• Excellent interpersonal and communication skills.
• Proficient in basic computer applications, including Microsoft Office.
• SAFE compliant within 30 days of employment in this role, including NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs as required.
• Ability to work weekends and extended hours with occasional travel may be included.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, and other product lines.
• Contributes to meeting or exceeding client service and sales targets by offering products and services to develop, expand and retain relationships.
• Supports team sales process by conducting consultative conversations and referring more complex needs to internal specialists.
• Participates in Truist Retail Community Bank Leadership routines.
• Advances knowledge of sales techniques and product knowledge through training and meetings.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls and policies to ensure compliance.
• Engages clients, conducts transactions, and identifies client needs during branch visits.

Skills

Client sales

Interpersonal skills

Communication skills

Microsoft Office

Multi-tasking

Travel readiness

Weekend hours

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a client-focused professional in Philadelphia to deliver industry-leading service and build trusted client relationships. The role blends in-branch service with proactive sales to meet client needs and referrals to specialists for complex financial goals.

The position may include cross-training for teller duties, requiring strong communication and a consultative approach to banking products. Flexibility for weekend/hours is anticipated.