Universal Banker - Cherry Hill Branch

Truist•Cherry Hill, NJ

4d•$45,760 - $52,500

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM). It also serves as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects and handling a workload proportionate to branch demands. The position is based at the Cherry Hill Branch and requires English fluency. It is a regular position on the first shift. The annual base salary is $45,760–$52,500, with additional incentive pay available. Employees may need to travel to accommodate temporary staffing needs, and occasional travel and overnight stays may be included.

Requirements

High school diploma or equivalent education.
Two years of teller, cash-handling, or client service experience.
Six months of client relationship-building or sales experience.
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
Ability to master the PC keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to travel to accommodate temporary staffing needs, including temporary assignment or location changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
English fluency is required.

Nice To Haves

One year of client relationship-building or sales experience.
Knowledge of advanced or complex branch transactions, risk management, and loss prevention.
Experience sourcing and prospecting for new clients and building client relationships.
General understanding of bank operations, policies, and procedures.

Responsibilities

Provide a distinctive client experience through courteous engagement and by conducting complex and standardized transactions; complete more complex transactions with assistance as necessary.
Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support the team sales process through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes to maintain compliance.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on branch demands.
Maintain accurate records and properly handle assigned funds.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan