Universal Banker PT (20hrs) Saturday Required- Quarryville

Truist • Quarryville, PA

7d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. 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. This is a regular, part-time position of 20 hours per week in Quarryville, with Saturday work required and a first-shift schedule.

The role provides a distinctive client experience through courteous conversations and standardized and complex transactions, and helps clients use ATMs, online banking, and mobile banking. The Universal Banker supports outreach, identifies client needs and opportunities, and fulfills needs or refers clients to branch teammates or specialists. The position also supports new account openings and problem resolution, follows operational controls and risk policies, and pursues ongoing product and individual knowledge development.

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 master 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 products.
• Ability to travel as needed 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, conduct standardized and complex transactions, and uncover client needs; perform more complex transactions with assistance as necessary.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support the team sales process by making outbound calls, checking for client offers, identifying needs or opportunities, and fulfilling needs or referring clients to appropriate branch team members or specialists.
• Understand and support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Attend sales, service, and product knowledge meetings and applicable training to advance individual and product knowledge.
• 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 work in proportion 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
• Vacation: at least 10 days during the first year, prorated by 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 deferred compensation plan

What This Job Offers

• Job Type: Part-time
• Education Level: High school or GED