T

Truist Bank

Runs banking and lending for people and businesses

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeWest Chester, PA, USANo salary listed

About the Job

Requirements

  • A high school diploma or equivalent education is required.
  • Two years of client sales and service experience are required.
  • Experience sourcing and prospecting for new clients and building client relationships is required.
  • The role requires interpersonal and communication skills and a desire to interact with clients and prospects.
  • Proficiency in basic computer applications, such as Microsoft Office, is required.
  • SAFE (Mortgage Licensing Act) compliance is required within 30 days of employment, including new or transferred registration and an applicable NMLS background check meeting financial responsibility, character, credit fitness, and criminal background standards; ongoing regulatory requirements must also be met.
  • The role requires the ability to multitask under time constraints.
  • The role requires the ability to travel to accommodate temporary staffing needs, including temporary assignments or locale changes.
  • The role requires availability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

Responsibilities

  • Provide an industry-leading client service experience in person and by phone through developing and expanding new and existing client relationships.
  • Provide financial solutions that meet client needs through consultative conversations and referrals to business partners for additional business growth opportunities.
  • Perform required teller duties as needed after cross-training.
  • Handle routine client maintenance requests, resolve problems, and perform advanced sales functions for deposit, credit, convenience, and other product and service lines.
  • Contribute to client service and individual and branch sales targets by offering products and services focused on developing, expanding, and retaining relationships.
  • Support the team sales process through consultative conversations and refer more complex client needs or financial goals to internal specialists.
  • Participate in the established Truist Retail Community Bank Leadership Routines.
  • Advance knowledge of sales techniques and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operational procedures, and risk management policies, and stay informed of policy and procedure changes to ensure compliance.
  • Engage clients with courteous conversation while conducting transactions and identifying needs; handle teller transactions as needed and share responsibility for greeting clients and helping them navigate the branch.

Desired Qualifications

  • An associate's degree or higher is preferred.
  • The ability to handle multiple priorities under time constraints is preferred.
  • Excellent verbal and written communication skills are preferred.
  • The ability to respond professionally while maintaining a high level of service quality is preferred.
  • Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small business clients is preferred.
  • The demonstrated ability to meet or exceed sales goals is preferred.
  • A general understanding of bank operations, policies, and procedures is preferred.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

Recently Posted Jobs

Explore more opportunities at Truist Bank

See more jobs