Relationship Banker- Frankford

Truist Financial
Philadelphia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client relationship building","Problem resolution","Consultative selling","Multi-tasking"]

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business clients. Use consultative conversations to recommend deposit, credit, convenience, and retirement products, support teller duties through cross-training, and refer more complex needs to internal specialists. Meet client service and branch sales targets, advance product and sales knowledge through training, and follow internal controls, operational procedures, and risk-management policies to ensure compliance.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker- Frankford

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

Job Summary

Provide industry-leading client service in person and by phone while building and expanding relationships for consumer and small business clients. Use consultative conversations to recommend deposit, credit, convenience, and retirement products, support teller duties through cross-training, and refer more complex needs to internal specialists. Meet client service and branch sales targets, advance product and sales knowledge through training, and follow internal controls, operational procedures, and risk-management policies to ensure compliance.
Location: Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide advanced client maintenance, problem resolution, and sales support across deposit, credit, convenience, and other product/service lines.
  • •Contribute to meeting/exceeding client service and individual/branch sales targets by developing, expanding, and retaining relationships.
  • •Conduct consultative conversations and act on or refer more complex client needs or financial goals to internal specialists.
  • •Participate in Truist Retail Community Bank leadership routines and complete required sales, service, and product knowledge training.
  • •Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies to maintain compliance.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysEquityPension

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) compliance within 30 days of employment, including required NMLS background check and ongoing regulatory requirements
Experience:BankingFinancial servicesClient service
Education:High School
Skills:Interpersonal communicationClient relationship buildingProblem resolutionConsultative sellingMulti-tasking
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