Universal Banker - Berkshire Boulevard Saturdays Required

Truist•Wyomissing, PA

10d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 calls and Integrated Relationship Management (IRM). The banker engages clients, conducts standardized and complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. The role also supports new account openings and problem resolution as a secondary contact, while following operational controls, procedures, risk management policies, and applicable compliance guidance. The position requires working Saturdays, as indicated in the job title, and may require weekends or extended hours, temporary staffing assignments, travel, or overnights.

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.
Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
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 client experience through courteous engagement, identify client needs, and conduct standardized and complex transactions, seeking assistance as needed.
Educate clients about ATMs, online banking, and mobile banking.
Support sales through outbound client 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.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
Follow internal controls, operational procedures, and risk management policies; 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 a proportionate volume of work 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
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division