Universal Banker (Saturday Required) - Kenhorst Branch

Truist Bank•Lower Makefield Township, PA

8d•Onsite

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and handles assigned funds appropriately. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The position is based at the Kenhorst Branch and requires Saturday work. The Universal Banker engages clients to provide a consistent service experience, performs standardized and more complex transactions, and educates clients about digital and self-service banking options. The role supports client outreach and sales, participates in branch leadership routines and training, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution.

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 required to accommodate temporary staffing needs, including temporary assignment or location changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
English language fluency is required.

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, conversations that uncover client needs, and completion of standardized and complex transactions; seek assistance with complex transactions as needed.
Educate clients about digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
Support the team sales process through outbound client calls, checking for client offers, identifying needs or opportunities, and fulfilling needs or referring clients to appropriate branch team members or specialists.
Understand and support Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
Participate in all components of the established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk-management policies, and stay current with 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 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
Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan