Universal Banker - Lancaster Area

Truist • Elizabethtown, PA

1d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 particular focus on outbound calling and Integrated Relationship Management (IRM) activities.

The role engages clients in courteous conversation, handles standardized and more complex transactions, and educates clients about digital and self-service banking options. It supports client outreach, referrals, new account openings, and problem resolution while following operational controls, procedures, and risk-management policies. The position also requires ongoing learning and participation in Truist Retail Community Bank routines, meetings, and training.

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 personal-computer 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 as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

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, completing standardized and complex transactions, and uncovering client needs.
• Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance product and individual knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies; stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demand.
• Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED