Relationship Banker (Saturday Required) - Boyertown Branch

Truist • Boyertown, PA

8d • Onsite

About The Position

The Relationship Banker provides an industry-leading client service experience in person and by phone, developing and expanding new and existing client relationships. The role uses consultative conversations to identify client needs, recommend financial solutions, and refer clients to other business partners for additional opportunities. The banker is cross-trained to perform teller duties as needed and is expected to work Saturdays.

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, including 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 ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed for 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 with 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 advanced sales functions related to deposit, credit, convenience, and other products and services.
• Contribute to client service and individual and branch sales targets by offering products and services that develop, expand, and retain relationships.
• Support the team sales process through consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
• Participate in all components of Truist Retail Community Bank Leadership Routines.
• Advance sales technique 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, and stay current on policy and procedure changes.
• Provide a consistent client service experience through courteous engagement, conducting transactions, identifying needs, handling teller transactions as needed, and helping clients navigate the branch.

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 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, defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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