Banker

• Develop banking relationships across all business lines for assigned markets, customers, and prospective customers
• Develop new business and retain existing business through promotion of products and services and operational excellence
• Maintain consistent top production for the business unit and provide guidance and share expertise with other Bankers
• Interview customers and prospective customers and prepare documentation regarding business needs, abilities, and earnings
• Collect and analyze financial data for proper account structure; handle more intricate credits and referrals
• Maintain an aggressive calling program for new and existing customers
• Assist other lines of business in generating business
• Execute the Bank’s standard sales choreography expectations
• Attend and participate in community affairs to promote the Bank’s image
• Represent the Bank at customer events, including advisory boards when applicable
• Demonstrate Division and Market Leadership; coach and mentor Business Bankers and other bank personnel
• Maintain close working relationships with all lines of business to deliver exceptional customer service and develop new business
• Develop and maintain referral-professional networks, including attorneys, realtors, and other centers of influence
• Call on new prospects from bank referrals, prospect referrals, and prospect lists
• Conduct business development activities to identify bank prospects
• Execute sales skills and service standards supporting the Bank’s purpose, values, and core drivers
• Respond to customer questions and solve customer problems
• Document portfolio and prospect calls and other activities
• Maintain good working relationships with bank employees and contribute independently and as a team player
• Work closely with the Portfolio Manager while monitoring the portfolio
• Assume additional responsibilities as required
• Travel approximately 30% of the week, including customer visits and site inspections

Senior Business Banker

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
• Deepen existing customer relationships through discovery-driven conversations
• Translate customer goals into tailored banking and credit strategies
• Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
• Manage and grow a defined book of business
• Deliver solutions across deposits, investments, credit, home lending, and business banking
• Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
• Educate customers on self-service and mobile banking options
• Open accounts and handle everyday banking service requests
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Complete licensing and SAFE registration transition requirements

Senior Branch Premier Banker

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
• Own and actively grow a defined book of business across deposits, lending, and investments
• Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Open accounts, handle service requests, and provide seamless everyday banking support

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned appointments
• Deepen existing customer relationships through discovery-driven conversations
• Understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
• Manage and grow a defined book of business
• Deliver solutions across deposits, investments, credit, home lending, and business banking
• Partner with Wealth, Home Lending, and Business Banking teams through warm introductions and opportunity conversion
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Transition from the temporary Senior Branch Premier Banker LP role after completing licensing requirements and SAFE registration

• Acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Drive balanced growth across deposits, lending, and investments
• Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
• Convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Resolve account inquiries and service requests within authorized limits
• Document actions and set follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy compliance
• Work in a collaborative branch environment as a primary point of contact for everyday banking needs

Relationship Banker

• Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies
• Deliver superior quality service by identifying and understanding clients’ financial needs
• Perform complex and standardized transactions, with assistance as necessary
• Educate clients on ATMs, online banking, and mobile banking solutions
• Support sales through outbound client calls, checking client offers, identifying needs, and fulfilling or referring opportunities
• Support Integrated Relationship Management activities
• Participate in Truist Retail Community Bank Leadership Routines
• Attend sales, service, and product knowledge meetings and applicable training and web-based learning
• Follow internal controls, operational procedures, and risk management policies
• Serve as a secondary contact for new account openings and problem resolution
• Offer applicable products and services to clients and prospects

Banker jobs in Pennsylvania

Senior Business Banker

Senior Branch Premier Banker

Senior Branch Premier Banker

Senior Branch Premier Banker

Relationship Banker

Universal Banker