SR. Relationship Banker (Saturday Required) - Eastern PA Area

Truist Financial; Jenkintown (PA); Vor Ort; USD 42.000 - 60.000; Vollzeit

Zusammenfassung

Hbcu Connect, LLC in Jenkintown, PA seeks an experienced banking sales professional to grow client relationships and meet sales targets. You will provide financial solutions, engage in consultative conversations, and refer complex needs to internal specialists.

The role includes occasional teller duties and ongoing product training. Ideal candidates have 4+ years in client sales and service, strong interpersonal skills, and the ability to multi-task while complying with banking regulations.

Qualifikationen

• High school diploma or equivalent required.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Must be SAFE compliant within 30 days and pass NMLS background checks.
• Ability to multi-task under time constraints.
• Willingness to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours.

Aufgaben

• Provide industry-leading client service and expand client relationships.
• Meet or exceed branch client service and sales targets.
• Conduct consultative conversations and refer complex needs to specialists.
• Participate in branch leadership routines and sales initiatives.
• Develop product knowledge through ongoing training and meetings.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Act as an expert resource for the team and lead sales efforts.
• Engage clients with courteous conversations while processing transactions.

Kenntnisse

Client relationship

Sales and service

Interpersonal communication

Time management

Multi-tasking

Travel availability

Customer focus

Ausbildung

High school diploma or equivalent

Associates degree or higher

Tools

Microsoft Office

Jobbeschreibung

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.

• 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining relationships.
• 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and applicable training classes and web-based learning.
• 6. Advises on consumer lending options and takes loan applications.
• 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• 8. Leads sales initiatives within the branch and acts as an expert resource.
• 9. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1. High school diploma or equivalent education
• 2. 4 years of client sales and service experience
• 3. Experience with sourcing and prospecting for new clients and client relationship building
• 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
• 6. 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
• 7. Ability to multi-task under time constraints
• 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

• 1. Associates degree or higher
• 2. Demonstrated ability to handle multiple priorities under time constraints
• 3. Excellent verbal and written communication skills
• 4. Ability to respond in a professional manner with a high level of service quality
• 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
• 6. Demonstrated ability in meeting or exceeding sales goals
• 7. General understanding of bank operations, policies and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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