Relationship Banker (Saturday Required)- Northeastern PA Area
Truist · Warrington, PA · 2 wk ago
FinanceFull-time
Responsibilities
- Providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.
- Providing financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities.
- Being cross‑trained to perform required teller duties as needed.
- Exercising advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
- Contributing to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
- Supporting the team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
- Participating fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Committing to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web‑based learning.
- Advising on consumer lending options and taking loan applications.
- Adhering to internal controls, operational procedures and risk management policies.
- Staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
- Ensuring a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs, which may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
Qualifications
Required Qualifications:
- High school diploma or equivalent education
- 2 years of client sales and service experience
- Experience with sourcing and prospecting for new clients and client relationship building
- Excellent interpersonal and communication skills, including 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 in this role, including new or transfer of registration and applicable NMLS background check which