Relationship Banker - King of Prussia

Truist • King of Prussia, PA

13d

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 opportunities. The banker is cross-trained to perform teller duties as needed.

The role includes routine client maintenance and problem resolution, sales of deposit, credit, convenience, and other products and services, and support for individual and branch sales targets. The banker conducts consultative conversations, identifies complex needs and financial goals for referral to internal specialists, advises on consumer lending options, and takes loan applications. The position also supports Truist Retail Community Bank Leadership Routines, participates in training, follows operational controls and risk policies, and helps clients navigate the branch while delivering courteous service.

This is a regular position on the first shift. The role may require weekend or extended hours, occasional travel and overnight stays, and travel or temporary locale changes to meet staffing needs. Eligible regular employees working at least 20 hours per week may qualify for benefits, subject to plan and position eligibility.

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.
• Proficiency in basic computer applications such as Microsoft Office.
• Must meet SAFE Mortgage Licensing Act requirements within 30 days of employment, including applicable NMLS registration and background-check standards, and meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed for temporary staffing requirements, 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 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

• Provide client service in person and by phone while developing and expanding client relationships.
• Handle routine client maintenance requests and resolve problems; perform sales functions for deposit, credit, convenience, and other products and services.
• Contribute to individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining relationships.
• Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
• Participate in Truist Retail Community Bank Leadership Routines.
• Develop 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, operational procedures, and risk management policies, and stay informed of policy and procedure changes.
• Deliver courteous service while conducting transactions, uncovering client needs, greeting clients, and helping them navigate the branch.
• Perform teller transactions and other teller duties as needed.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability insurance.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation in the first year, prorated based on hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED