Universal Banker (Saturday Required) - Cherry Hill Branch

Truist Bank•Cherry Hill Township, NJ
•$45,760 - $52,500•Onsite

About The Position

The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The position also supports new account openings and problem resolution and handles a volume of work appropriate to branch demands.

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 and a desire to interact with clients and prospects.
  • Ability to learn the PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency with basic computer applications, such as Microsoft Office products.
  • Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnights may be included.
  • English fluency.

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 completion of standardized and complex transactions, seeking assistance for complex transactions as needed.
  • Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
  • Support the sales process through client outreach and outbound calls, checking for client offers, identifying client needs or opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Develop individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
  • Act as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.

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 in the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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