Universal Banker - Float - Eastern PA

Truist; Fort Washington (Montgomery County); On-site; USD 38,000 - 54,000; Full time

Job summary

Truist is seeking a Float Universal Banker who will travel to multiple branches within a designated coverage area to deliver high-quality client service. You will handle a range of transactions, advise on digital banking options, and support sales initiatives through client referrals.

The role requires the ability to work across branches, maintain accurate records, and adhere to internal controls while staying updated on policies. Some weekend hours may be required and training is provided.

Qualifications

• High school diploma or equivalent education required.
• Proficiency in teller or cash handling or client service skills.
• Strong interpersonal and communication skills for client interaction.
• Ability to operate office equipment and perform basic math.
• Willingness to follow written and verbal instructions and guidelines.
• Ability to deliver excellent client service and support the team.
• Availability to work Saturdays and/or extended hours.

Responsibilities

• Provide timely and accurate client transactions and maintain records.
• Educate clients on digital banking options (ATMs, Online & Mobile).
• Support sales by identifying client needs and referring to branch team or specialist.
• Participate in the Retail Community Bank Leadership routines.
• Complete training classes and online learning to advance knowledge.
• Adhere to internal controls and risk management policies.
• Serve as the point of contact for account maintenance and issue resolution.
• Float to multiple branches within the designated coverage area.

Skills

Interpersonal communication

Cash handling

Client service

Office equipment

Following instructions

Team support

Saturday hours

Education

High school diploma or equivalent

Job description

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Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough 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 as needed.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Provides 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. Performs more complex transactions with assistance as necessary.
• Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
• Adheres to internal controls, operational procedures, and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
• Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.

Qualifications

Required Qualifications

• High school diploma or equivalent education
• Proven and consistent proficiency in teller or cash handling or client service skills
• Good interpersonal and communication skills, including a desire to interact with clients and prospects
• Ability to use office equipment and perform basic mathematical functions
• Willing and able to follow written and verbal instructions and work under established guidelines
• Demonstrated ability to deliver excellent client service and provide team support
• Availability to work Saturdays and/or extended hours

Preferred Qualifications

• Demonstrated ability to uncover referral opportunities
• Knowledge of advanced or complex branch transactions
• Demonstrated ability to handle multiple priorities under time constraints
• General understanding of bank operations, policies, and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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