Universal Banker ( Saturday Required) - Warminster

Truist Bank • Warminster Township, PA

1d

About The Position

The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles assigned funds. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position is regular and requires Saturday work.

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 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.

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 accurate handling of standardized and complex transactions, seeking assistance for complex transactions as necessary.
• Educate clients about digital and self-service banking solutions, including ATMs, online banking, and mobile banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, meeting needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending sales, service, product knowledge, and other required training.
• Follow internal controls, operating procedures, and risk management policies, and stay informed about policy and procedure changes.
• Act 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
• 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, the role may also be eligible 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