Universal Banker: Client Solutions & Outreach

Truist; Jenkintown (PA); On-site; USD 36,000 - 48,000; Full time

Job summary

Truist is hiring for a Regular full-time role in a 1st shift for the United States. The position focuses on delivering timely client transactions, educating customers on digital banking, and supporting sales with outbound calls.

You will collaborate with branch teams to meet customer financial needs and ensure compliance with policies. Ideal candidates have a high school diploma, teller or client service experience, strong communication skills, and a willingness to multi-task in a fast-paced

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 PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel to accommodate temporary staffing needs.
• Ability to work weekends or extended hours with occasional travel.

Responsibilities

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

Skills

Excellent interpersonal

Communication skills

Multitasking

Customer service

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is hiring for a Regular full-time role in a 1st shift for the United States. The position focuses on delivering timely client transactions, educating customers on digital banking, and supporting sales with outbound calls.

You will collaborate with branch teams to meet customer financial needs and ensure compliance with policies. Ideal candidates have a high school diploma, teller or client service experience, strong communication skills, and a willingness to multi-task in a fast-paced