Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker- Pottstown

SunTrust Investment Services, Inc.

Job Title

Responsible for 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. 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

1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes 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. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. 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, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Qualifications

Required Qualifications: 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. 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 includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications: 1. Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures

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.

SunTrust Investment Services, Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker- Pottstown in Pottstown, PA vacancy
  •  ...leading client service experience both in person and on the phone 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... 
    Suggested
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist

    Pottstown, PA
    23 hours ago
  • $23 per hour

    Location: 1500 East High Street, Pottstown Pennsylvania Program Duration MAY 26, 2027 - AUGUST 6, 2027 Key Investment Services Key...  ...meetings and assist with basic administrative tasks. Develop client relationships and interpersonal communication skills. Digitize client files... 
    Suggested
    Hourly pay
    Temporary work
    Work experience placement
    Summer work
    Internship
    Summer internship
    H1b
    Work at office
    Relocation package
    Flexible hours

    KeyBank

    Pottstown, PA
    23 hours ago
  • $25 - $38.46 per hour

     ...Location: 223 Shoemaker Road - Pottstown, Pennsylvania 19464 Job Summary Be a problem...  ...KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client...  ...and will focus on the entire client relationship with a plan-based approach to financial... 
    Suggested
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Pottstown, PA
    4 days ago
  •  ...professional to join our Northern Division branches, including Pottstown. You will determine and provide the right accounts and...  ...member, drive sales through superior service, and build lasting relationships across our branch network. The role involves handling a variety... 
    Suggested

    Citadel Credit Union

    Pottstown, PA
    2 days ago
  • $38.25k

    Join to apply for the Relationship Banker, Boyertown, PA role at Santander Bank, N.A. 2 days ago Be among the first 25 applicants Join to apply...  ...jobs in Boyertown, PA . Universal Banker PT (20hrs) - Pottstown Branch Relationship Banker/Sr. Relationship Banker - Easton... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Afternoon shift

    Santander Bank, N.A.

    Boyertown, PA
    23 hours ago
  • Truist in the United States seeks a customer-focused associate to build client relationships and deliver financial solutions. You will engage clients in person and over the phone, offer deposit and loan products, and collaborate with specialists for complex needs. Occasional... 
    Casual work

    Truist

    Pottstown, PA
    23 hours ago
  •  ...to solutions that meet their financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is right for... 
    Weekend work

    Jobtailor

    Phoenixville, PA
    5 days ago
  •  ...within PNC Wealth Management, you will be based in our East End, Pottstown, PA location. Financial Advisors are based within a bank...  ...as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Pottstown, PA
    5 days ago
  •  ...Northwest Bank in Peters Township is seeking a Financial Center Banker who will provide financial options to clients. The role...  ...Responsibilities include conducting financial assessments and building long-term relationships with customers. #J-18808-Ljbffr LE001 Northwest Bank

    LE001 Northwest Bank

    Saint Peters, PA
    4 days ago
  • Pottstown | 21 401 Upland Square Drive Pottstown, PA 19464, USA Description Job Overview This position is responsible for assisting...  ...: Direct Client Support Develops and cultivates effective relationships with newly referred prospects and existing members. Puts the... 
    Work at office
    Local area
    Immediate start

    Citadel Federal Credit Union

    Pottstown, PA
    3 days ago
  • Truist is seeking a retail banking professional in a branch setting to provide a distinctive client experience, educate clients on digital self‑service tools, and support sales with outbound outreach. You will engage with clients, uncover needs, and participate in leadership...
    Weekend work

    Crump Life Insurance Svcs Inc

    Royersford, PA
    5 days ago
  • PNC is seeking a Financial Advisor based in Pottstown, PA. You will be responsible for consulting on investment and insurance strategies, growing client relationships, and developing financial plans tailored to client needs. Ideal candidates will have relevant experience... 

    PNC

    Pottstown, PA
    23 hours ago
  • $36.44k - $80.85k

     ...Manager. Provides support to Branch Manager. Location 1030 Pottstown Pike Chester Springs, PA 19425 Hours Monday - Thursday 8:30...  ...purpose, five values and core drivers. Maintains a good working relationship with bank employees in other departments. Demonstrates strong... 
    For contractors
    Work at office
    Flexible hours

    S&T Bank

    Chester Springs, PA
    3 days ago
  • KeyBank is seeking a Private Client Banker to manage full client relationships with a plan-based advisory approach. You will identify financial wellness opportunities and refer appropriate investment and insurance products to clients with up to $2M in investable assets... 

    KeyBank

    Pottstown, PA
    2 days ago
  •  ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Phoenixville, PA
    2 days ago
  • JPMorgan Chase is looking for a Private Client Banker in Royersford, Montgomery County, dedicated to providing exceptional service to affluent clients. You will manage complete banking relationships, utilizing a proactive approach to grow client balances and ensure their... 
    Flexible hours

    JPMorganChase

    Royersford, PA
    23 hours ago
  • PNC is seeking a Personal Banker at the Providence Court branch in PA to grow the customer base through proactive sales and outstanding service. You will guide clients through PNC products, assist with transactions using digital tools, and strengthen customer loyalty.... 

    PNC

    Royersford, PA
    22 hours ago
  •  ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong...  ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Royersford, PA
    4 days ago
  •  ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties And Responsibilities Following is a summary of the essential functions for... 
    Temporary work
    Work at office
    Night shift
    Weekend work

    Truist

    Gilbertsville, PA
    22 hours ago
  •  ...service and handling transactions efficiently in Gilbertsville, Pennsylvania. The ideal candidate will have experience in client relationship management and a passion for assisting clients with their banking needs. This position involves educating clients on digital... 

    Truist

    Gilbertsville, PA
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker responsible for managing relationships with affluent clients and customers. You will ensure clients receive appropriate products and services through a value-added approach and will work closely with banking specialists... 

    JPMorgan Chase & Co.

    Royersford, PA
    3 days ago
  •  ...Personal Banker Location: 400 Main Street - Red Hill, Pennsylvania 18076 Job Summary: Be a problem solver, trusted advisor, and...  ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence... 
    Day shift

    KeyCorp

    Red Hill, PA
    5 days ago
  •  ...assigned book of business and deliver holistic investment and insurance strategies. The role emphasizes building long-term client relationships, providing comprehensive financial plans, and collaborating with internal partners to drive referrals. The position offers in-... 
    Work at office

    Fairygodboss

    Phoenixville, PA
    5 days ago
  • PNC is looking for a Premier Client Financial Advisor based in Phoenixville, PA. This role is essential in managing investment relationships and developing financial strategies for clients. The ideal candidate will excel in sales, coaching, and client communication. To... 

    PNC

    Phoenixville, PA
    2 days ago
  •  ...Overview As part of the Branch Banking team, the Financial Center Banker will have or acquire an in-depth knowledge of Northwest...  ...clients through a consultative approach while expanding the banking relationship. Responsibilities Performance Metrics: Meet or exceed... 
    Work experience placement
    Work at office

    LE001 Northwest Bank

    Elverson, PA
    2 days ago
  •  ...efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates... 
    Work experience placement
    Work at office
    Remote work
    Work visa
    Flexible hours
    Night shift

    Mid Penn Bank

    Royersford, PA
    3 days ago
  •  ...is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a...  ...job. High School diploma or equivalent. Complete Universal Banker Certification Checklist and fulfill re‑certification requirements... 
    Work at office
    Local area

    QNB Bank

    Royersford, PA
    1 day ago
  •  ...Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our...  ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... 
    Full time
    Local area

    Woodforest National Bank

    Bechtelsville, PA
    2 days ago
  • SIDCO Dealer And Investor Services Representative The SIDCO Dealer and Investor Services Team has an opening for a representative to provide support and service for prospective and current investors, financial intermediaries and the marketing efforts of our various ...
    Work experience placement
    Flexible hours

    SEI Investments

    Mont Clare, PA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker- Pottstown. Be the first to apply!