Relationship Banker/Sr. Relationship Banker - Jenkintown Branch

Truist Financial
United States
Full timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Relationship building","Multitasking"]

Provide industry-leading client service in-person and by phone while building and expanding relationships through consultative conversations. Meet individual and branch service and sales targets by recommending deposit, credit, convenience, and other products, and referring more complex needs to internal specialists. Cross-train for teller duties as needed, support Truist retail leadership routines, advise on consumer lending options, and maintain compliance with internal controls and risk policies.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker/Sr. Relationship Banker - Jenkintown Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Provide industry-leading client service in-person and by phone while building and expanding relationships through consultative conversations. Meet individual and branch service and sales targets by recommending deposit, credit, convenience, and other products, and referring more complex needs to internal specialists. Cross-train for teller duties as needed, support Truist retail leadership routines, advise on consumer lending options, and maintain compliance with internal controls and risk policies.
Location: United States
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance support, problem resolution, and sales functions across deposit, credit, convenience, and related product/service lines.
  • •Drive client service and meet individual and branch sales targets by developing, expanding, and retaining client relationships.
  • •Conduct consultative conversations to support the team sales process and handle or refer more complex client needs or financial goals.
  • •Participate in Truist Retail Community Bank Leadership Routines and advance knowledge through meetings, training, and web-based learning.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies to ensure compliance.
Travel: Low 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 and prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills for clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including meeting applicable NMLS background check standards.
Experience:2+ yearsBankingFinancial services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsRelationship buildingMultitasking
Licenses:SAFE (Mortgage Licensing Act) compliantNMLS background check
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