Universal Banker (Saturday Required) - New Jersey Area - White Horse Pike
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and handles assigned funds properly. The role delivers quality client service by identifying and understanding financial needs, and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM). The banker engages clients, conducts standardized and more complex transactions, and educates clients about digital and self-service options such as ATMs, online banking, and mobile banking. The role supports client outreach, identifies needs and opportunities, and refers clients to appropriate branch teammates or specialists. It also supports new account openings and problem resolution, participates in branch leadership routines and training, and follows operational controls, procedures, and risk-management policies.
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.
- Ability to travel as needed for temporary staffing requirements, 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
- Deliver a distinctive client experience through courteous engagement and completion of standardized and complex transactions, seeking assistance when needed.
- Educate clients on ATMs, online banking, mobile banking, and other digital or self-service solutions.
- Support sales through client outreach and outbound calls, checking for client offers, identifying needs, and fulfilling or referring those needs.
- Apply Integrated Relationship Management practices to connect clients with appropriate Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Develop individual and product knowledge by attending sales, service, and product meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies, and stay current on changes to policies and procedures.
- Provide secondary support for new account openings and problem resolution, offer applicable products and services, and handle work proportionate to 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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
