Client-Focused Universal Banker

Truist; Quakertown (Bucks County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid vacation

Job summary

Truist is hiring a Regular, full-time Teller/Client Services Associate in the United States. You will provide timely and accurate client transactions, maintain records, and help clients understand their financial needs.

You will educate clients on digital banking, participate in outbound calling to support sales, and contribute to Integrated Relationship Management (IRM) efforts while following internal controls and policies.

Qualifications

• High school diploma or equivalent education.
• 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 multitask under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal skills

Customer service

Sales experience

PC/Office software

Multitasking

Travel availability

Weekend/extended hours

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist is hiring a Regular, full-time Teller/Client Services Associate in the United States. You will provide timely and accurate client transactions, maintain records, and help clients understand their financial needs.

You will educate clients on digital banking, participate in outbound calling to support sales, and contribute to Integrated Relationship Management (IRM) efforts while following internal controls and policies.