Relationship Banker (Saturday Required) - Southeastern PA - Eagle

Truist Bank • Chester Springs, PA

4d

About The Position

Responsible for providing an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. Provides financial solutions that meet client needs through consultative conversations and referrals to other business partners for additional business growth opportunities. The banker is cross-trained to perform teller duties as needed.

The role performs routine client maintenance and problem resolution, supports individual and branch sales targets, conducts consultative conversations, advises on consumer lending options, and takes loan applications. It also includes teller transactions, greeting clients, and helping them navigate the branch. The banker participates in Truist Retail Community Bank Leadership Routines, develops sales and product knowledge, and follows internal controls, operational procedures, and risk-management policies.

The position requires working Saturdays, and may require other weekends or extended hours, occasional travel and overnight stays, and travel or temporary locale changes to meet staffing needs.

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.
• 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, criminal background, and ongoing regulatory standards.
• 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 overnights may be included.
• Saturday work is required.

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 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 client 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.
• Build sales techniques and product knowledge by attending 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; stay informed about policy and procedure changes.
• Provide a consistent client-service experience through courteous conversation, uncovering client needs, conducting transactions, greeting clients, and helping them navigate the branch.
• Perform teller transactions and other teller duties as needed.
• Travel as needed to accommodate temporary staffing requirements, including possible 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
• Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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