Universal Banker - Berkshire Blvd Branch

Truist Financial Corporation; Wyomissing (Berks County); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Client Service Representative to ensure a superior client experience. In this role, you will engage with clients, handle transactions, and support sales efforts through outreach and relationship building. Your ability to multitask and communicate effectively will be key to success. This position offers a chance to grow within a supportive team environment, where your contributions directly impact client satisfaction and service quality. Join a forward-thinking company that values your skills and dedication in delivering tailored financial solutions.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Sick Days

Holidays

Disability Insurance

Qualifications

• Two years of teller or cash handling experience is required.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Provide a distinctive client experience and conduct transactions.
• Educate clients on digital banking solutions to enhance service.

Skills

Interpersonal Skills

Communication Skills

Multi-tasking

Client Relationship Building

Sales Experience

Education

High School Diploma

Tools

Microsoft Office

Branch Automation Software

Job description

Job Description

Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a focus on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities

1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting transactions, and uncovering needs. Perform complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking to enhance their service experience.
3. Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities, referring clients to appropriate team members or specialists.
4. Understand the importance of IRM to deliver tailored solutions for clients’ needs.
5. Participate in all components of Truist Retail Community Bank Leadership Routines.
6. Advance individual and product knowledge through training, meetings, and web-based learning.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services, handling work volume based on branch demands.

Qualifications

Required Qualifications:

• High school diploma or equivalent
• 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
• Proficiency in PC keyboard and software for branch automation
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office applications
• Ability to travel for staffing needs and work weekends or extended hours

Preferred Qualifications:

• One year of client relationship building or sales experience
• Knowledge of complex branch transactions and risk management
• Experience sourcing and prospecting for new clients
• Understanding of bank operations, policies, and procedures

Benefits

Eligible employees working 20+ hours/week may receive medical, dental, vision, life insurance, disability, savings accounts, 401k, paid vacation, sick days, and holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on division and position. More details available on our Benefits site.

Equal Opportunity Statement: Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, age, religion, or other protected classes. For more information, see EEO is the Law, Pay Transparency, and E-Verify.