Universal Banker - York Downtown

Truist Bank • York, PA

1d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and handles assigned monies properly. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with an emphasis on outbound calling and Integrated Relationship Management (IRM). The position is regular and requires English fluency. It is a first-shift role.

The banker engages clients to provide a consistent service experience, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and sales, helps identify needs and make referrals, participates in branch leadership routines and training, follows operational controls and risk policies, and serves as a secondary contact for account openings and problem resolution.

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 required for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office 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 overnight stays may be included.
• English fluency is required.

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 engagement and completion of complex and standardized transactions; perform more complex transactions with assistance as needed.
• Educate clients about ATMs and online and mobile banking solutions.
• Support the team sales process through outbound client calls, checking for offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch teammates or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending sales, service, and product meetings and applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes.
• 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 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
• Education Level: High school or GED