Universal Banker ( Saturday Required) - Southeastern PA Area

Truist Bank • Philadelphia, PA

8d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers high-quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The position provides a distinctive client experience through courteous engagement and completion of standardized and more complex transactions, with assistance as needed. It educates clients about digital and self-service banking options, participates in client outreach and sales processes, supports the bank’s leadership routines, and continually builds product and individual knowledge. It also follows internal controls, operational procedures, and risk management policies, and serves as a secondary contact for new account openings and problem resolution.

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 needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• 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.

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, conducting standardized and complex transactions, and uncovering client needs.
• Educate clients about ATMs, online banking, and mobile banking.
• Participate in client outreach, including outbound calls; check for client offers and identify needs or opportunities, fulfilling needs or referring clients to branch team members or specialists.
• Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
• 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 proportionate workload based on branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 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
• Position- and division-dependent 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