Universal Banker (Saturday Required) - Greater Philadelphia Area

Truist Bank • Philadelphia, PA

2d

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

The banker engages clients in courteous conversation, handles standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach, identifies needs and opportunities, and fulfills requests or refers clients to appropriate branch teammates or specialists. It also supports new account openings and problem resolution as a secondary contact, participates in branch leadership routines and training, and follows operational controls, procedures, and risk-management policies.

The position is regular and requires first-shift work. Weekend and/or extended hours may be required, and the role may involve travel, occasional overnight stays, and temporary assignment or location changes. The stated annual base salary is $45,760–$52,500, with additional incentive pay available.

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 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 location 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

• Complete client transactions accurately and efficiently, maintain records, and properly handle assigned funds.
• Provide a distinctive client experience through courteous engagement, standardized transactions, and more complex transactions with assistance as needed.
• Educate clients on digital and self-service options, including ATMs, online banking, and mobile banking.
• Support sales through client outreach and outbound calls, check for client offers, identify client needs or opportunities, and fulfill needs or refer clients to appropriate branch teammates or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build 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 informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offering relevant 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, possible 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