Senior Relationship Banker & Financial Solutions

Truist Wealth; Reading (Berks County); Vor Ort; USD 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

Health insurance

401k plan

Paid time off

Sick days

Paid holidays

Zusammenfassung

Truist Wealth in Reading, PA seeks an experienced client-focused professional to deepen client relationships and drive growth across banking products. The role blends sales with service, and includes occasional teller duties to support branch operations.

The ideal candidate has strong interpersonal skills, 4 years of client sales experience, and proficiency with Microsoft Office. This regular position requires flexibility, weekend hours, and occasional travel.

Qualifikationen

• High school diploma or equivalent
• 4 years of client sales and service experience
• Experience sourcing and prospecting for new clients
• Excellent interpersonal and communication skills
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS checks and regulatory requirements

Aufgaben

• Exercises advanced proficiency with routine client maintenance requests and sales functions across product lines.
• Contributes to meeting or exceeding client service and branch sales targets by expanding relationships.
• Supports team sales by consultative conversations and referrals to internal specialists.
• Participates in branch leadership routines.
• Advances knowledge of sales techniques and product knowledge through training.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls and policies; stays informed of policy changes.
• Leads branch sales initiatives as an expert resource.
• Delivers professional client service with courteous transactions and needs discovery.

Kenntnisse

Client sales

Relationship building

Interpersonal skills

Microsoft Office

Communication skills

Multi-tasking

Sales process

Ausbildung

High school diploma or equivalent

Tools

Microsoft Office

Jobbeschreibung

Truist Wealth in Reading, PA seeks an experienced client-focused professional to deepen client relationships and drive growth across banking products. The role blends sales with service, and includes occasional teller duties to support branch operations.

The ideal candidate has strong interpersonal skills, 4 years of client sales experience, and proficiency with Microsoft Office. This regular position requires flexibility, weekend hours, and occasional travel.