Senior Relationship Banker — Growth & Solutions Lead

Truist; Jenkintown (PA); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist in Jenkintown, PA is seeking a proactive Client Service Specialist to develop and expand client relationships. You will provide financial solutions through consultative conversations and referrals to partners, while also supporting teller duties as needed.

You will contribute to meeting service and sales targets, engage in cross-functional referrals, and adhere to internal controls and regulatory requirements. Some weekends and travel may be required.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Advances personal knowledge of sales techniques and product knowledge by attending meetings and trainings.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies.
• Ensures a consistent client service experience by engaging clients with courteous conversation while conducting transactions and guiding them through the branch.

Skills

Sales experience

Client relationship building

Communication skills

Multi-tasking

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Jenkintown, PA is seeking a proactive Client Service Specialist to develop and expand client relationships. You will provide financial solutions through consultative conversations and referrals to partners, while also supporting teller duties as needed.

You will contribute to meeting service and sales targets, engage in cross-functional referrals, and adhere to internal controls and regulatory requirements. Some weekends and travel may be required.