Relationship Banker/Sr. Relationship Banker - 7 Penn Branch

Truist Financial
Philadelphia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Problem resolution","Multitasking","Customer service focus"]

Manage and grow client relationships by delivering consultative financial solutions in person and over the phone. Meet service and branch sales targets through deposit, credit, convenience, and other product conversations, while handling or supporting teller transactions as needed. Coordinate with internal specialists for complex needs, complete required leadership routines and training, advise on consumer lending and take loan applications, and follow internal controls, operational procedures, and risk policies to ensure a consistent client experience.

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Truist Financial
Truist Financial
1 day ago

Relationship Banker/Sr. Relationship Banker - 7 Penn Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Manage and grow client relationships by delivering consultative financial solutions in person and over the phone. Meet service and branch sales targets through deposit, credit, convenience, and other product conversations, while handling or supporting teller transactions as needed. Coordinate with internal specialists for complex needs, complete required leadership routines and training, advise on consumer lending and take loan applications, and follow internal controls, operational procedures, and risk policies to ensure a consistent client experience.
Location: Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide an industry-leading client service experience in person and by phone while developing and expanding client relationships.
  • •Offer deposit, credit, convenience, and other products/services to meet client service and sales targets.
  • •Conduct consultative conversations and support the sales process, referring complex needs to internal specialists.
  • •Cross-train to support required teller duties and deliver consistent service experiences during transactions.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick Days

Key Requirements

  • •High school diploma or equivalent education.
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting new clients and building client relationships.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including meeting NMLS background check requirements.
Experience:Banking
Education:High School
Skills:Interpersonal skillsCommunicationProblem resolutionMultitaskingCustomer service focus
Licenses:SAFE 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