Relationship Banker (Saturday Required)- Warminster

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Relationship building","Problem resolution","Multi-tasking"]

Build and expand client relationships by delivering consultative, in-person and phone service and providing deposit, credit, convenience, and other financial solutions. Meet client service and branch sales targets through prospecting, relationship building, and referring complex needs to internal specialists. Cross-train for teller duties as needed, advise on consumer lending, complete loan applications, and follow internal controls, operational procedures, and risk-management policies.

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Truist Financial
Truist Financial
4 days ago

Relationship Banker (Saturday Required)- Warminster

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Last checked: 3 hours agoStatus: Live

Job Summary

Build and expand client relationships by delivering consultative, in-person and phone service and providing deposit, credit, convenience, and other financial solutions. Meet client service and branch sales targets through prospecting, relationship building, and referring complex needs to internal specialists. Cross-train for teller duties as needed, advise on consumer lending, complete loan applications, and follow internal controls, operational procedures, and risk-management policies.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide industry-leading client service in person and on the phone, developing and expanding client relationships.
  • •Contribute to meeting or exceeding client service and individual/branch sales targets by offering relevant products and services.
  • •Conduct consultative conversations and support the sales process by acting on or referring more complex client needs to internal specialists.
  • •Cross-train and support teller duties as needed, including conducting transactions and ensuring a consistent client service experience.
  • •Advise on consumer lending options, take loan applications, and adhere to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

  • •High school diploma (or equivalent).
  • •2 years of client sales and service experience.
  • •Experience sourcing/prospecting for new clients and building client relationships.
  • •Excellent interpersonal and communication skills, with a desire to interact with clients and prospects.
  • •Demonstrated proficiency in basic computer applications such as Microsoft Office; must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment.
  • •Ability to multi-task under time constraints and work weekends/extended hours as required.
Experience:2+ yearsBankingFinancial servicesCustomer serviceClient relationships
Education:High School
Skills:Interpersonal skillsCommunicationRelationship buildingProblem resolutionMulti-tasking
Licenses:SAFE (Mortgage Licensing Act) compliant
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