Relationship Banker - Hershey's Mill Branch

Truist•West Chester, PA

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 when additional expertise or growth opportunities are appropriate. The banker is cross-trained to perform teller duties as needed, including transactions and helping clients navigate the branch. The role involves handling routine client maintenance and problem resolution, supporting individual and branch sales goals, advising clients on consumer lending options and taking loan applications, and maintaining knowledge of products, sales techniques, policies, and procedures. The banker participates in Truist Retail Community Bank leadership routines and follows operational controls and risk-management requirements. Work may include weekends or extended hours, occasional travel and overnight stays, and travel or temporary location changes to support staffing needs.

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, 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 required 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 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 sales functions involving deposit, credit, convenience, and other products and services.
Help meet or exceed client service and individual and branch 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 the established 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, and stay informed of policy and procedure changes.
Provide courteous client service while conducting transactions, uncovering client needs, handling teller transactions as needed, and helping clients navigate the branch.
Travel to accommodate temporary staffing needs, including temporary assignment or locale changes, as required.

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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan