Truist Financial
Sr. Relationship Banker - Morgantown Crossings
Truist Financial, Elverson, Pennsylvania, United States
Sr. Relationship Banker - Morgantown Crossings
Company:
Truist Financial
Location:
Elverson, PA
Employment Type:
Full Time
Date Posted:
01/16/2026
Job Categories:
Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Responsible for providing an industry‑leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.
Essential Duties and Responsibilities
Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining relationships.
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commits 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 and applicable training classes and web‑based learning.
Advises on consumer lending options and takes loan applications.
Adheres to internal controls, operational procedures and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
Leads sales initiatives within the branch and acts as an expert resource.
Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
Required Qualifications
High school diploma or equivalent education.
4 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 covering financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
Ability to multi‑task under time constraints.
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
Preferred Qualifications
Associate’s degree or higher.
Demonstrated ability to handle multiple priorities under time constraints.
Excellent verbal and written communication skills.
Ability to respond in a professional manner with a high level of service quality.
Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients.
Demonstrated ability in meeting or exceeding sales goals.
General understanding of bank operations, policies and procedures.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation and 10 sick days (both prorated) during their first year of employment, plus paid holidays.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law. E-Verify. IER Right to Work.
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Truist Financial
Location:
Elverson, PA
Employment Type:
Full Time
Date Posted:
01/16/2026
Job Categories:
Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Responsible for providing an industry‑leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.
Essential Duties and Responsibilities
Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining relationships.
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commits 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 and applicable training classes and web‑based learning.
Advises on consumer lending options and takes loan applications.
Adheres to internal controls, operational procedures and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
Leads sales initiatives within the branch and acts as an expert resource.
Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
Required Qualifications
High school diploma or equivalent education.
4 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 covering financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
Ability to multi‑task under time constraints.
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
Preferred Qualifications
Associate’s degree or higher.
Demonstrated ability to handle multiple priorities under time constraints.
Excellent verbal and written communication skills.
Ability to respond in a professional manner with a high level of service quality.
Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients.
Demonstrated ability in meeting or exceeding sales goals.
General understanding of bank operations, policies and procedures.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation and 10 sick days (both prorated) during their first year of employment, plus paid holidays.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law. E-Verify. IER Right to Work.
#J-18808-Ljbffr