Universal Banker - Grafton Branch

Truist Financial Corporation; Chester (Delaware County); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated individual to enhance client experiences through effective service and sales support. This role involves engaging with clients, understanding their financial needs, and facilitating transactions while adhering to operational policies. The ideal candidate will possess strong interpersonal skills and the ability to work in a fast-paced environment. With a focus on relationship building and client outreach, this position offers the opportunity to contribute significantly to the bank's community presence and client satisfaction. Join a team that values your contributions and provides a supportive work environment.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Sick Days

Paid Holidays

Qualifications

• Two years of teller or client service experience required.
• Excellent interpersonal and communication skills are essential.

Responsibilities

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

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Cash Handling

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office

Branch Automation Software

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 103

Job Description:

Provide timely and efficient completion of client transactions, maintaining accurate records and proper handling of all monies assigned. Deliver high-quality service by understanding and addressing clients' financial needs. Support sales and service activities through outbound calling and assisting with Integrated Relationship Management (IRM) initiatives.

Essential Duties and Responsibilities:

1. Provide a distinctive client experience by engaging clients with courtesy, conducting transactions, and uncovering needs, including complex transactions with assistance.
2. Educate clients on digital and self-service banking solutions to enhance their banking experience.
3. Support sales efforts by participating in client outreach, identifying needs, and referring clients to appropriate team members or specialists.
4. Understand the importance of IRM to deliver tailored solutions for clients.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Enhance personal and product knowledge through training and meetings to better serve clients.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of updates.
8. Serve as secondary contact for new account openings and issue resolution, handling a proportional volume of work based on branch demands.

Qualifications:

Required:

• High school diploma or equivalent
• Two years of teller, cash handling, or client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Proficiency with PC and branch automation software
• Ability to multi-task under time constraints
• Basic computer skills, including Microsoft Office
• Willingness to travel and work extended hours, including weekends and overnights

Preferred:

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

Benefits:

Eligible employees working 20+ hours/week receive benefits such as medical, dental, vision, life insurance, disability, savings accounts, and a 401k. First-year employees get at least 10 days of vacation, 10 sick days, and paid holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the division and position. More details are available on our Benefits site.