Universal Banker - Client Care & Banking Solutions

Truist

Fort Washington (Montgomery County)

On-site

USD 36,000 - 48,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
Life insurance
401(k) plan
Paid vacation
Paid holidays
Sick days

Job summary

Truist Financial Corporation is hiring for a Regular, full-time position in the United States. The role focuses on delivering reliable client services, executing transactions, and educating customers on digital banking options.

Gain experience in client relationship activities, outbound outreach, and IRM-focused solutions while supporting branch operations and maintaining compliance with internal controls. Strong communication and weekend/extended hours availability are desirable.

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, including a desire to interact with clients and prospects.
  • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation.
  • Ability to multi-task under time constraints.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

  • Provide a distinctive client experience by engaging clients with courteous conversation and handling transactions.
  • Educate clients on digital and self-service solutions (ATMs, Online, Mobile banking).
  • Support team sales by outbound client outreach and identifying needs or opportunities.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership routines.
  • Commit to advancing knowledge through meetings and training classes.
  • Adhere to internal controls and policies to ensure compliance.
  • Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills
Communication
Multi-tasking
PC keyboard skills
Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is hiring for a Regular, full-time position in the United States. The role focuses on delivering reliable client services, executing transactions, and educating customers on digital banking options.

Gain experience in client relationship activities, outbound outreach, and IRM-focused solutions while supporting branch operations and maintaining compliance with internal controls. Strong communication and weekend/extended hours availability are desirable.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Universal Banker: Client Outreach & Banking Solutions
Universal Banker: Client Outreach & Banking Solutions

Truist • Miami Beach (FL)

On-site
USD 32,000 - 45,000
Medical insurance
Dental insurance
Vision insurance
+2
Retail Banker & Client Relationships Specialist
Retail Banker & Client Relationships Specialist

Truist • Moorestown Township (NJ)

On-site
USD 46,000 - 53,000
Medical, dental, vision insurance
401(k) plan
Paid vacation and sick days
Universal Banker: Client-Focused Financial Advisor
Universal Banker: Client-Focused Financial Advisor

Truist • Winter Haven (FL)

On-site
USD 32,000 - 42,000
Medical, dental, vision
401k plan
Paid vacation and sick days
Client Experience Banker
Client Experience Banker

Hbcu Connect, Llc • Alexandria (VA)

On-site
USD 46,000 - 55,000
Medical coverage
401k plan
Vacation and holidays
Universal Banker: Client Banking & Sales Pro
Universal Banker: Client Banking & Sales Pro

Truist • Nashville (TN)

On-site
USD 32,000 - 42,000
Medical Insurance
401k plan
Paid vacation
Client Experience Banker: Service & Sales
Client Experience Banker: Service & Sales

Truist • Finksburg (MD)

On-site
USD 46,000 - 53,000
Universal Banker: Client Relations & Growth
Universal Banker: Client Relations & Growth

Truist • New Albany (IN)

On-site
USD 32,000 - 42,000
Universal Banker - Client Services & Digital Banking
Universal Banker - Client Services & Digital Banking

Truist • United States

On-site
USD 32,000 - 42,000
Medical insurance
Dental insurance
Vision insurance
+3
Client Banking & Relationship Advisor
Client Banking & Relationship Advisor

Truist Bank • Midlothian (VA)

On-site
USD 30,000 - 34,000
Medical insurance
Dental insurance
Vision insurance
+4
Relationship Banker: Grow Client Loans & Fin Solutions
Relationship Banker: Grow Client Loans & Fin Solutions

Truist • Jenkintown (PA)

On-site
USD 42,000 - 54,000