Universal Banker (Saturday Required) - Cherry Hill Branch

Truist•Cherry Hill, NJ
•$45,760 - $52,500

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position is based at the Cherry Hill Branch 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.
  • Proficiency in basic computer applications, such as Microsoft Office software 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 overnights 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 by engaging clients, conducting standardized and complex transactions, and uncovering client needs; perform more complex transactions with assistance 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 and opportunities, and fulfilling needs or referring clients to appropriate branch team members or specialists.
  • Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
  • Participate in 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; stay informed of policy and procedure changes to ensure compliance.
  • 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 in the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Potential eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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