Universal Banker (Saturday Required) - Greater Philadelphia Area

Truist Bank • Philadelphia, PA

4d

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 quality client service by identifying and understanding financial needs, and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The position engages clients, handles standardized and more complex transactions with assistance as needed, educates clients about digital and self-service banking, and supports sales through outreach and referrals. It also supports new account openings and issue resolution as a secondary contact, participates in branch leadership routines and training, and follows operational controls, procedures, and risk-management policies. The role requires Saturday work, and may require other weekend or extended hours, travel, and occasional overnight travel.

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 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 products.
• Ability to travel as needed to accommodate temporary staffing requirements, 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 conversation, client engagement, and completion of standardized and complex transactions, seeking assistance when needed.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales through client outreach and outbound calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or making referrals 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 about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on 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
• 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
• Education Level: High school or GED