Universal Banker (Saturday Required) - Greater Philadelphia Area

Truist Bank•New Egypt, NJ

10h

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM). Universal Bankers engage clients in courteous conversations, conduct standardized and complex transactions, and uncover client needs. They educate clients about digital and self-service banking options, participate in outreach and sales activities, support IRM, and follow operational controls and risk management policies. The role also serves as a secondary contact for new account openings and problem resolution, offering relevant products and services. The position requires Saturday availability, and may require work on other weekends or extended hours, travel, and occasional 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, including 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 software products.
Ability to travel as needed for temporary staffing needs, including temporary assignments or changes in locale.
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, obtaining assistance as needed.
Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
Support team sales activities by making outbound calls, checking client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) 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 and applicable training and web-based learning.
Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes to maintain compliance.
Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
Handle a proportionate volume of work based on branch demands.
Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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