Senior Relationship Banker — Client Growth & Lending

Truist Wealth; Shreiners (PA); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid time off

Job summary

Truist Wealth is seeking a customer-focused professional for Regular shift duties in our branch. You will service existing clients, identify financial needs, and refer opportunities to specialists while maintaining accurate records and providing a smooth banking experience.

The role involves cross-training to perform teller tasks as needed, supporting sales objectives, and delivering high-quality client service across deposit, credit, and retirement product conversations.

Qualifications

• Prior client sales and service experience is required or highly preferred.
• Strong interpersonal and communication skills for client interactions.
• Ability to multi-task and manage time effectively in a branch setting.
• Compliance with SAFE mortgage licensing and regulatory requirements.

Responsibilities

• Maintain and resolve routine client service requests and perform advanced sales duties.
• Contribute to meeting branch sales targets by offering products and expanding client relationships.
• Refer complex client needs to internal specialists and support consultative conversations.
• Participate in branch leadership routines and ongoing training.
• Develop product knowledge through training sessions and meetings.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with internal controls, policies, and risk management.
• Lead branch sales initiatives and serve as an expert resource.
• Provide professional, courteous client service during transactions and needs discovery.

Education

High school diploma or equivalent education

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Wealth is seeking a customer-focused professional for Regular shift duties in our branch. You will service existing clients, identify financial needs, and refer opportunities to specialists while maintaining accurate records and providing a smooth banking experience.

The role involves cross-training to perform teller tasks as needed, supporting sales objectives, and delivering high-quality client service across deposit, credit, and retirement product conversations.