Relationship Banker - Hershey's Mill Branch
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. The position handles routine client maintenance, problem resolution, and sales involving deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales goals, supports team sales through consultative conversations and referrals, advises clients on consumer lending options, and takes loan applications. The role also performs or assists with teller transactions and helps clients navigate the branch while following operational controls, procedures, and risk policies. The banker is expected to participate in Truist Retail Community Bank Leadership Routines and continue developing sales and product knowledge through meetings, training, and web-based learning. The position may require travel to support temporary staffing needs, work on weekends or extended hours, and occasional overnight travel.
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 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 to accommodate temporary staffing needs, including temporary assignment or locale changes, as required.
- 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
- Provide in-person and telephone client service while developing and expanding client relationships.
- Handle routine client maintenance requests, resolve problems, and perform sales functions for deposit, credit, convenience, and other product and service lines.
- Contribute to client service and individual and branch 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.
- Advance sales techniques and product knowledge by attending meetings and training and completing web-based learning.
- Advise clients on consumer lending options and take loan applications.
- Follow internal controls, operational procedures, risk management policies, and current compliance guidelines.
- Engage clients courteously during transactions, uncover client needs, perform teller transactions as needed, and help clients navigate the branch.
- Travel as needed to accommodate temporary staffing needs, potentially 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
- Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
