Relationship Banker (Saturday Required) - Southeastern PA - Eagle

Truist Bank•West Vincent Township, PA

10d

About The Position

The Relationship Banker provides an industry-leading client service experience in person and over the 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 business growth opportunities. The banker is cross-trained to perform teller duties as needed. The position involves routine client maintenance and problem resolution, advanced sales activities across deposit, credit, convenience, and other products and services, and contributing to individual and branch client-service and sales targets. The banker conducts consultative conversations, identifies more complex client needs or financial goals for referral to internal specialists, advises on consumer lending options, and takes loan applications. The role also includes greeting and assisting clients in the branch, handling transactions, participating in Truist Retail Community Bank Leadership Routines, and maintaining product knowledge and compliance with operational, risk-management, and regulatory requirements.

Requirements

High school diploma or equivalent education.
Two 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 in basic computer applications, such as Microsoft Office.
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and applicable NMLS background check; must meet applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

Nice To Haves

Associate’s 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 product and service lines.
Contribute to individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining client relationships.
Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
Participate in all components of Truist Retail Community Bank Leadership Routines.
Develop sales techniques and product knowledge by attending meetings and training, including web-based learning.
Advise clients on consumer lending options and take loan applications.
Follow internal controls, operational procedures, and risk-management policies, and stay current on policy and procedure changes.
Engage clients courteously during transactions, uncover client needs, handle teller transactions as needed, and help clients navigate the branch.
Travel as needed to accommodate temporary staffing requirements, including 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 based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division