Universal Banker - East CPA Area

Truist Bank • Warwick Township, PA

1d

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 particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position also supports new account openings and problem resolution as a secondary contact and handles a volume of work based on 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, 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.
• Proficiency in basic computer applications, such as Microsoft Office software.
• 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 overnights 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, consistent client experience through courteous engagement, standardized and complex transactions, and identifying client needs; perform more complex transactions with assistance as needed.
• Educate clients about 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, fulfilling needs, and referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their 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, and stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer relevant 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 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 for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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