Relationship Banker (Sat Required) - Mayfair Branch

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

Provide an industry-leading client service experience by building and expanding relationships through consultative conversations in person and on the phone. Meet and exceed client service and individual/branch sales targets by recommending deposit, credit, convenience, and retirement solutions. Support the retail sales process, handle complex referrals to internal specialists, and complete required teller cross-training as needed while adhering to controls and risk management.

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Truist Financial
Truist Financial
1 week ago

Relationship Banker (Sat Required) - Mayfair Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Provide an industry-leading client service experience by building and expanding relationships through consultative conversations in person and on the phone. Meet and exceed client service and individual/branch sales targets by recommending deposit, credit, convenience, and retirement solutions. Support the retail sales process, handle complex referrals to internal specialists, and complete required teller cross-training as needed while adhering to controls and risk management.
Location: Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide consultative client conversations in person and on the phone to develop and expand new and existing client relationships.
  • •Offer financial products and services to meet or exceed client service and individual/branch sales targets, with referrals for additional needs.
  • •Support the team sales process by handling more complex client needs or referring to internal specialists.
  • •Participate in Truist Retail Community Bank Leadership routines and ongoing sales, service, and product training.
  • •Ensure compliance with internal controls, operational procedures, and risk management policies while delivering consistent client service, including potential teller transaction duties.
Travel: Medium travel

Pay and Benefits

Equity and Bonus:Equity
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 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) compliance within 30 days of employment, including required NMLS background check and ongoing regulatory requirements.
Experience:2+ yearsBankingFinancial services
Education:High School
Skills:Interpersonal skillsCommunicationClient serviceMulti-taskingSales aptitude
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