Universal Banker (Saturday Required) - Ardmore

Truist • Ardmore, PA

2d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver superior-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. The position 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 and a desire to interact with clients and prospects.
• Ability to master the PC keyboard and software skills required for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office 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.
• 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

• Deliver a distinctive, consistent client experience through courteous engagement and by conducting complex and standardized transactions; 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 by making outbound calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or 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 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 about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle work in proportion to branch demands.

Benefits

• Eligible teammates working 20 or more hours per week may receive medical, dental, and vision insurance; life and disability insurance; accidental death and dismemberment coverage; tax-preferred savings accounts; and a 401(k) plan.
• At least 10 days of vacation 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.

What This Job Offers

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