Universal Banker (Saturdays Required) - West Deptford Branch

Truist•West Deptford Township, NJ
•$45,760 - $52,500

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-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 provides a distinctive client experience through courteous engagement and assistance with standardized and more complex transactions. It also educates clients on digital and self-service banking solutions, supports client outreach and referrals, participates in branch leadership routines and ongoing training, and follows operational controls and risk management policies. The banker serves as a secondary contact for new account openings and problem resolution. The role is based at the West Deptford Branch and requires Saturday work. The 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 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.
  • 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

  • Complete client transactions promptly and efficiently, maintain accurate records, and properly handle assigned monies.
  • Engage clients courteously, provide a consistent service experience, conduct standardized and complex transactions, and uncover client needs.
  • Educate clients about ATMs, online banking, and mobile banking.
  • Participate in client outreach through outbound calls, check for client offers, identify client needs and opportunities, and fulfill needs or refer clients to appropriate branch team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Attend sales, service, product knowledge, and other applicable training and learning activities.
  • 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, and offer applicable products and services to clients and prospects.
  • Work a proportionate volume 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, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
  • Additional incentive pay
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