Universal Banker (Saturday Required) - Ardmore

Truist Bank•Lower Merion Township, PA

11d

About The Position

The Universal Banker provides timely and efficient completion of 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 an emphasis on outbound calling and Integrated Relationship Management (IRM). The banker engages clients, completes routine and complex transactions, and helps clients use digital and self-service banking options. The role also supports client outreach and referrals, contributes to Truist Retail Community Bank Leadership Routines, develops product knowledge through training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The role is based in Ardmore and requires Saturday work.

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 products.
Ability to travel 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.
English language 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, conduct standardized and complex transactions, and uncover client needs; perform more complex transactions with assistance as necessary.
Educate clients about ATMs, online banking, and mobile banking to make banking easier and improve the service experience.
Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Use Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
Participate in all components of the 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, and stay informed of policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a volume of work proportionate to branch demands.

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, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.