Sr. Relationship Banker - East CPA Area

Truist Bank • Schuylkill Township, PA

9d

About The Position

Provides an industry-leading client service experience by developing and expanding new and existing client relationships. Uses consultative conversations to identify client needs, offer financial solutions, and refer clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed, including transactions.

The position handles advanced routine client maintenance, problem resolution, and sales activities involving deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports team sales processes, advises on consumer lending options and takes loan applications, and leads branch sales initiatives as an expert resource. The banker also participates in Truist Retail Community Bank Leadership Routines, completes applicable training, and follows operational, internal-control, and risk-management policies.

Requirements

• High school diploma or equivalent education.
• Four 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.
• 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 applicable financial responsibility, character, credit fitness, criminal background, and ongoing regulatory standards.
• 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’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 advanced 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 and developing, expanding, and retaining relationships.
• Conduct consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance product and sales 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; stay informed of policy and procedure changes.
• Lead sales initiatives within the branch and act as an expert resource.
• Provide courteous, professional service during transactions and identify client needs.
• Perform teller duties and transactions as needed.
• 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 a deferred compensation plan

What This Job Offers

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