Universal Banker (Saturday Required) - Greater Philadelphia - New Egypt

Truist•New Egypt, NJ

3d•$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 funds. The role delivers high-quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients about ATM, online, and mobile banking. The role participates in client outreach, identifies needs and opportunities, and fulfills those needs or refers clients to appropriate branch teammates or specialists. It also supports new account openings and problem resolution as a secondary contact, while following operational procedures, internal controls, and risk management policies. The position requires Saturday work, and may require other weekend or extended hours, occasional travel, and overnight stays. The annual base salary is $45,760–$52,500, with additional incentive pay available. Eligible regular teammates working at least 20 hours per week may receive benefits including medical, dental, vision, life and disability insurance, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays. Additional plans may be available depending on position and division.

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 necessary 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 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 language 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 client experience through courteous engagement, client-needs discovery, and completion of standardized and complex transactions.
Educate clients about digital and self-service banking solutions, including ATMs, online banking, and mobile banking.
Support sales processes through client outreach and outbound calls, check for client offers, identify needs and opportunities, and fulfill or refer those needs appropriately.
Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Build individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
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, offer applicable products and services, and handle work according to branch demand.