Universal Banker (Saturday Required) - Cinnaminson
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. 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 banker engages clients, conducts standardized and more complex transactions (with assistance when needed), and educates clients about digital and self-service options such as ATMs, online banking, and mobile banking. The role supports client outreach and sales, helps identify and address client needs, participates in Truist Retail Community Bank Leadership Routines and training, and follows operational controls, procedures, and risk-management policies. The position also serves as a secondary contact for new 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, including 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 products.
- Ability to travel as needed for temporary staffing needs, including temporary assignments 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 client experience through courteous engagement, standardized and complex transactions, and identifying client needs.
- Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
- Support team sales efforts through outbound calls, checking client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management (IRM) to help deliver relevant Truist expertise and solutions to clients.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance individual and product knowledge by attending sales, service, and product knowledge meetings and completing applicable training and web-based learning.
- 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, 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
- Depending on position and division, possible defined benefit pension plan, restricted stock units, and/or deferred compensation plan
- Additional incentive pay
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
