Universal Banker - York Downtown

Truist Bank • West Manchester Township, PA

1d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver superior-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) activities.

The Universal Banker engages clients to provide a consistent, distinctive service experience; conducts standardized and more complex transactions, with assistance as needed; and educates clients about digital and self-service options. The role supports client outreach and sales, participates in Truist Retail Community Bank Leadership Routines and applicable training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The position is regular and requires English fluency. The stated work shift is first shift.

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.
• English language fluency.

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 by conducting standardized and complex transactions, obtaining assistance as needed.
• Educate clients about ATM, online banking, and mobile banking self-service solutions.
• Support team sales efforts through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance product and individual knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, risk management policies, and current 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 demand.
• Maintain accurate records and properly handle assigned monies.

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 in the first year, prorated by 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

What This Job Offers

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