Universal Banker - East York Branch

Truist Bank • West Manchester Township, PA

6d

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, and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM).

The banker provides a consistent client experience, performs standardized and more complex transactions (with assistance when needed), and educates clients about digital and self-service banking options. The role supports outreach and sales efforts, participates in branch leadership routines and training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. Work volume is proportionate to branch demands.

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 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.
• Ability to travel 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, consistent client experience through courteous conversation, transaction processing, and uncovering client needs.
• Perform standardized and more complex transactions, seeking assistance as necessary.
• Educate clients on ATMs, online banking, and mobile banking.
• Support sales through outbound client calls, checking for offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, product knowledge, and other applicable training sessions.
• Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
• 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED