Relationship Banker - Downingtown Branch

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Multitasking","Customer focus","Professionalism"]

Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships. Consult with consumers and small business clients to offer deposit, credit, and other financial products that meet needs, and refer more complex goals to specialists. Participate in retail leadership routines, stay current on sales and product training, and handle teller-related transactions as needed. Take consumer loan applications and maintain compliance with internal controls and risk policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
4 weeks ago

Relationship Banker - Downingtown Branch

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 41 minutes agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Provide industry-leading client service in person and by phone while building and expanding new and existing client relationships. Consult with consumers and small business clients to offer deposit, credit, and other financial products that meet needs, and refer more complex goals to specialists. Participate in retail leadership routines, stay current on sales and product training, and handle teller-related transactions as needed. Take consumer loan applications and maintain compliance with internal controls and risk policies.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver client service in person and on the phone while developing and expanding client relationships.
  • •Offer financial products and services to meet client service and individual and branch sales targets.
  • •Conduct consultative conversations and refer or act on more complex client needs or financial goals with internal specialists.
  • •Handle teller transactions and support consistent client experience, including greeting clients and helping them navigate within the branch.
  • •Advise on consumer lending options, take loan applications, and follow internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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) compliance within 30 days of employment, including meeting NMLS background check requirements, plus proficiency with basic computer applications such as Microsoft Office.
Education:High School
Skills:Interpersonal skillsCommunication skillsMultitaskingCustomer focusProfessionalism
Certifications:SAFENMLS
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