Universal Banker (Saturday Required) - Kenhorst Branch

Truist Bank • Shillington, PA

5d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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 a particular focus on outbound client calling and Integrated Relationship Management (IRM).

The position engages clients in courteous conversations, completes standardized and more complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. It also contributes to branch leadership routines, ongoing product and sales learning, compliance with operational controls and risk policies, new account openings, and problem resolution. The role is regular and requires working weekends and/or extended hours; Saturday work is specified in the title.

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 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 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 client experience through courteous engagement and completion of standardized and complex transactions, with assistance as needed.
• Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
• Participate in client outreach through outbound calls, check for client offers, identify client needs and opportunities, and fulfill needs or refer clients to appropriate team members or specialists.
• Support 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 individual and product knowledge by attending sales, service, product knowledge, and other applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
• 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.

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
• Depending on position and division, eligibility for a 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