Universal Banker (Saturday Required) - Audubon Branch

Truist Bank•Audubon, NJ

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 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). The position engages clients in courteous conversation, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports client outreach, identifies needs and opportunities, and fulfills those needs or refers clients to appropriate team members or specialists. The Universal Banker also participates in branch leadership routines and training, follows operational controls and risk management policies, and serves as a secondary contact for new account openings and problem resolution. The stated annual base salary range is $45,760–$52,500, with additional incentive pay available. The role requires Saturday work and may require other weekend or extended hours, temporary staffing assignments, travel, or overnight stays.

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 necessary 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.

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 and completion of standardized and complex transactions, seeking assistance when needed.
Educate clients about 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, or making referrals.
Use Integrated Relationship Management to help deliver Truist expertise and solutions for clients’ 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 current with 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.
Maintain accurate transaction records and properly handle assigned monies.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Tax-preferred savings accounts
401(k) plan
Vacation time: at least 10 days during the first year, prorated as applicable
Sick time: 10 days, prorated as applicable
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.