Relationship Banker (Saturday Required) - Southeastern Area

Truist Bank • Ardmore, PA

2d

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 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 role exercises proficiency in client maintenance, problem resolution, sales, and deposit, credit, convenience, and other products and services. It supports individual and branch service and sales targets, advises on consumer lending options, and takes loan applications. The position includes teller transactions, greeting clients, and helping them navigate the branch. The banker follows operational controls and risk management policies and continues developing sales and product knowledge through training and meetings.

This is a regular position requiring Saturday work. The listed shift is first shift. Work may include other weekends or extended hours, temporary staffing assignments or locale changes, and occasional travel and overnight stays.

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 and a desire to interact with clients and prospects.
• Proficiency in basic computer applications, such as Microsoft Office.
• SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including applicable registration and NMLS background check requirements; successful candidates must meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed for temporary staffing requirements, 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 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 client service in person and by phone while developing and expanding client relationships.
• Handle routine client maintenance requests and resolve problems; 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 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, operating procedures, risk-management policies, and current compliance guidelines.
• Engage clients courteously, conduct transactions, uncover needs, perform teller transactions as needed, and help clients navigate the branch.
• Travel as required to accommodate temporary staffing needs, including temporary assignments 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 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
• Education Level: High school or GED