Relationship Banker- Phoenixville

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client-focused service"]

Build and expand trusted relationships with consumer and small business clients through consultative conversations in person and by phone. Provide financial solutions aligned to client needs, support teller duties as needed, and cross-train to handle core transaction workflows. Drive service excellence while meeting individual and branch sales targets, refer complex needs to internal specialists, and stay compliant with internal controls, risk management, and evolving policies.

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Truist Financial
Truist Financial
3 days ago

Relationship Banker- Phoenixville

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build and expand trusted relationships with consumer and small business clients through consultative conversations in person and by phone. Provide financial solutions aligned to client needs, support teller duties as needed, and cross-train to handle core transaction workflows. Drive service excellence while meeting individual and branch sales targets, refer complex needs to internal specialists, and stay compliant with internal controls, risk management, and evolving policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide industry-leading client service in person and by phone while developing and expanding client relationships.
  • •Offer deposit, credit, and other product/service solutions through consultative conversations and appropriate referrals.
  • •Support the team sales process by identifying and acting on client needs or referring complex goals to internal specialists.
  • •Meet or exceed client service and individual/branch sales targets by developing, expanding, and retaining relationships.
  • •Adhere to internal controls, operational procedures, and risk management policies while ensuring compliant transaction and client interactions.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •High school diploma (or equivalent).
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check and ongoing regulatory requirements.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient-focused service
Licenses:SAFE (Mortgage Licensing Act)NMLS
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn