Client-Focused Banker & Relationship Specialist

Truist Wealth; East Drumore Township (PA); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Job summary

Truist Financial Corporation in Pennsylvania seeks a Universal Banker to provide exceptional client experiences, execute transactions, and advise on digital banking tools. You will support sales, IRM initiatives, and branch operations while maintaining accurate records and compliance.

The role emphasizes customer service, relationship building, and cross-selling opportunities within a regular shift. Strong communication and PC skills are essential.

Qualifications

• High school diploma or equivalent education.
• Two years teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and branch automation software.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications such as MS Office.
• Ability to travel to accommodate temporary staffing needs and changes.

Responsibilities

• Provide a distinctive client experience and handle complex transactions with care.
• Educate clients on digital self-service solutions and banking tools.
• Support sales through outbound outreach and client needs identification.
• Understand Integrated Relationship Management (IRM) for client solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge through training and product knowledge sessions.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication

Customer service

Multi-tasking

PC skills

MS Office

Travel availability

Weekend hours

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Pennsylvania seeks a Universal Banker to provide exceptional client experiences, execute transactions, and advise on digital banking tools. You will support sales, IRM initiatives, and branch operations while maintaining accurate records and compliance.

The role emphasizes customer service, relationship building, and cross-selling opportunities within a regular shift. Strong communication and PC skills are essential.