Universal Banker (Saturday Required) - Eastern PA - Fort Washington

Truist Bank • Fort Washington, PA

7d

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 understanding clients’ financial needs and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM).

The banker creates a distinctive client experience by conducting courteous conversations, completing standardized and more complex transactions, identifying needs, and educating clients about digital and self-service banking options. The role supports client outreach and sales processes, refers clients to appropriate branch colleagues or specialists, and serves as a secondary contact for new account openings and problem resolution. The position also requires participation in branch leadership routines and training, adherence to operational controls and risk policies, and flexibility to support branch staffing needs.

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 necessary for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency with basic computer applications, such as Microsoft Office products.
• Ability to travel for 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, consistent client experience through courteous engagement and completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
• Support sales activities through outbound client calls, reviewing client offers, identifying needs, fulfilling them when appropriate, and referring clients to branch colleagues or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance product and individual knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services to clients and prospects.
• Handle a proportionate volume of work according to branch demands.
• Travel as needed to accommodate temporary staffing requirements, 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 employment status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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