Client-Centric Universal Banker: Service & Sales

Truist; Bristol Township (Bucks County); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid vacation and holidays

Job summary

Truist in Bristol Township seeks a Regular full-time Teller/Client Service professional to deliver timely client transactions and accurate records while identifying financial needs. You will also support outbound calling and Integrated Relationship Management (IRM) activities.

Requirements include a high school diploma, 2 years of teller/cash handling or client service experience, and strong interpersonal skills. Some travel and weekend hours may be required as part of branch staffing.

Qualifications

• High school diploma or equivalent required.
• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to travel to accommodate temporary staffing needs and work weekends/extended hours.

Responsibilities

• Provide a distinctive client experience by handling transactions and cross-selling where appropriate.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales via outbound calls and identify client needs for branch referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Adhere to policies, procedures and risk management for quality service.

Skills

Customer service

Cash handling

Sales experience

Interpersonal skills

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Bristol Township seeks a Regular full-time Teller/Client Service professional to deliver timely client transactions and accurate records while identifying financial needs. You will also support outbound calling and Integrated Relationship Management (IRM) activities.

Requirements include a high school diploma, 2 years of teller/cash handling or client service experience, and strong interpersonal skills. Some travel and weekend hours may be required as part of branch staffing.