Relationship Banker - East CPA Area

Truist Bank • Schuylkill Township, 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 tailored to clients’ needs through consultative conversations and referrals to internal business partners, and is cross-trained to perform teller duties as needed.

The banker handles client maintenance and problem resolution, supports individual and branch sales goals, advises on consumer lending options and takes loan applications, and follows operational, risk-management, and compliance policies. The position also includes branch greeting and navigation support, participation in Truist Retail Community Bank Leadership Routines, and ongoing sales, service, and product training.

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 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 for 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.
• Conduct consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
• Participate in all components of the Truist Retail Community Bank Leadership Routines.
• Build 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, risk-management policies, and current guidelines.
• Provide a consistent, courteous client service experience while conducting transactions and identifying client needs; perform teller transactions as needed and help greet and guide clients in the branch.

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 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.

What This Job Offers

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