Relationship Banker - King of Prussia

Truist Bank•King of Prussia, PA

About The Position

The Relationship Banker provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role offers financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The banker is cross-trained to perform teller duties as needed.

Requirements

  • High school diploma or equivalent education.
  • At least 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building client relationships.
  • Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • Demonstrated proficiency with basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable registration and NMLS background check requirements, and meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

Nice To Haves

  • Associate degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond professionally while maintaining a high level of service quality.
  • Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small business clients.
  • Demonstrated ability to meet or exceed sales goals.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Handle routine client maintenance requests, resolve problems, and perform sales functions involving deposit, credit, convenience, and other products and services.
  • Help meet or exceed client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining client relationships.
  • Support the team sales process through consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in all components of the established Truist Retail Community Bank Leadership Routines.
  • Build sales techniques and product knowledge through meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operating procedures, and risk management policies, and stay informed about policy and procedure changes.
  • Provide a consistent, courteous client service experience, including handling teller transactions, greeting clients, and helping them navigate the branch.
  • Travel as needed to accommodate temporary staffing needs, which may include temporary assignment or locale changes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • Depending on position and division, a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available
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