Universal Banker: Client Care & Digital Banking

Truist Financial Corporation; Pottstown (Montgomery County); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

Vacation days

401k plan

Flexible scheduling

Job summary

Truist Financial Corporation in Montgomery County, PA is seeking a Regular Teller/Client Service Associate to deliver a high-quality client experience while handling both routine and complex transactions with accuracy.

Experience in customer service and sales, strong interpersonal skills, and the ability to educate clients on online and mobile banking are essential. Flexible scheduling including weekends may be required, with opportunities to grow through training and product knowledge sessions.

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 master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in Microsoft Office products.
• Ability to travel to accommodate temporary staffing needs.
• Weekend and/or extended hours work availability.

Responsibilities

• Provide a distinctive client experience and handle transactions.
• Educate clients on digital banking and self-service options.
• Support sales by outbound calls and referrals.
• Understand Integrated Relationship Management (IRM) principles.
• Attend training and improve product knowledge.
• Work within branch controls and risk policies.

Skills

Interpersonal skills

Customer service

Sales ability

Multitasking

PC skills

Communication

Travel flexibility

Weekend availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist Financial Corporation in Montgomery County, PA is seeking a Regular Teller/Client Service Associate to deliver a high-quality client experience while handling both routine and complex transactions with accuracy.

Experience in customer service and sales, strong interpersonal skills, and the ability to educate clients on online and mobile banking are essential. Flexible scheduling including weekends may be required, with opportunities to grow through training and product knowledge sessions.