Senior Relationship Banker: Growth-Focused Client Partner

Truist

Phoenixville (Chester County)

On-site

USD 42,000 - 64,000

Full time

27 hours ago
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Benefits offered by this job

Health insurance
Dental insurance
401k plan
Paid holidays
Vacation days

Job summary

Truist is seeking a sales-driven professional to deliver industry-leading client service and expand client relationships in a retail banking environment. You will consult with clients, offer financial solutions, and be cross-trained to perform teller duties as needed.

You will participate in branch sales initiatives, improve product knowledge, and support lending options while adhering to risk and policy guidelines.

Qualifications

  • High school diploma or equivalent education.
  • 4 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and client relationships.
  • Excellent interpersonal and communication skills with clients and prospects.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE compliant within 30 days, including NMLS background check.
  • Ability to multi-task under time constraints.
  • Ability to travel to accommodate temporary staffing needs.
  • Weekend and extended hours with possible travel/night shifts.

Responsibilities

  • Provide industry leading client service and expand client relationships.
  • Offer financial solutions based on consultative conversations and referrals.
  • Be cross trained to perform teller duties as needed.
  • Maintain advanced proficiency with client maintenance requests and problem resolution.
  • Contribute to meeting sales targets by offering products and services.
  • Refer complex needs to internal specialists when appropriate.
  • Participate in branch leadership routines and training sessions.
  • Advise on consumer lending options and take loan applications.
  • Ensure compliance with internal controls and policies.

Skills

Client sales
Relationship building
Communication skills
Microsoft Office
Multi-tasking
Time management
Problem solving
Travel readiness

Education

High school diploma
Associate's degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a sales-driven professional to deliver industry-leading client service and expand client relationships in a retail banking environment. You will consult with clients, offer financial solutions, and be cross-trained to perform teller duties as needed.

You will participate in branch sales initiatives, improve product knowledge, and support lending options while adhering to risk and policy guidelines.

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