Relationship Banker (Saturday Required) - Boyertown Branch

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Client service","Problem resolution","Multi-tasking","Communication","Relationship building"]

Provide industry-leading client service in-branch and by phone, developing and expanding relationships through consultative conversations and referrals. Meet individual and branch sales targets by offering deposit, credit, and other financial products, while cross-training to perform teller duties as needed. Support retail community bank leadership routines, continuously build product and sales knowledge, advise on consumer lending options, and ensure compliance with internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 days ago

Relationship Banker (Saturday Required) - Boyertown Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Provide industry-leading client service in-branch and by phone, developing and expanding relationships through consultative conversations and referrals. Meet individual and branch sales targets by offering deposit, credit, and other financial products, while cross-training to perform teller duties as needed. Support retail community bank leadership routines, continuously build product and sales knowledge, advise on consumer lending options, and ensure compliance with internal controls, operational procedures, and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide client maintenance requests, problem resolution, and advanced sales functions for deposit, credit, convenience, and other product/service lines
  • •Meet or exceed client service and individual/branch sales targets by offering products and services to develop, expand, and retain relationships
  • •Conduct consultative conversations as part of the team sales process and act on or refer complex client needs or financial goals
  • •Advance individual knowledge of sales techniques and product knowledge by attending meetings, training classes, and web-based learning
  • •Adhere to internal controls, operational procedures, and risk management policies to ensure compliance with current guidelines
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent education
  • •2 years of client sales and service experience
  • •Experience sourcing and prospecting for 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 NMLS background check and meeting ongoing regulatory requirements
Experience:BankingFinancial services
Education:Bachelor's
Skills:Client serviceProblem resolutionMulti-taskingCommunicationRelationship building
Certifications:SAFE complianceNMLS 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