Universal Banker - Manchester Branch

Truist Financial Corporation; Manchester (York County); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player seeks a dedicated client service representative to enhance client experiences through exceptional service and support. In this role, you will engage clients, manage transactions, and identify their financial needs while adhering to operational policies. With opportunities for growth and development, this position offers a chance to advance your career in a supportive environment. Join a forward-thinking organization that values teamwork and innovation, where your contributions will make a significant impact on client satisfaction and business success.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Sick Days

Holidays

Life Insurance

Disability Insurance

Qualifications

• Two years of teller or cash handling/client service experience.
• Six months of client relationship building or sales experience.

Responsibilities

• Provide a distinctive client experience while conducting transactions.
• Educate clients on digital banking solutions to enhance their experience.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Management

Sales Experience

Multi-tasking

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Branch Automation Software

Job description

Please review the following job description:

Provide timely and efficient completion of client transactions while maintaining accurate records and 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, with a focus on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities:

1. Provide a distinctive client experience to ensure consistent service by engaging clients with courtesy, conducting transactions, and uncovering needs. Perform complex transactions with assistance as needed.
2. Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking to enhance their banking experience.
3. Support sales by participating in client outreach through outbound calls, checking for offers, and identifying client needs or opportunities, referring clients to appropriate team members or specialists.
4. Understand the importance of IRM to deliver tailored solutions for clients’ needs.
5. Participate in all components of the Truist Retail Community Bank Leadership Routines.
6. Advance personal and product knowledge through meetings, training, and web-based learning to serve clients better.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Serve as secondary contact for new account openings and problem resolution, offering products and services, handling a workload proportionate to branch demands.

Qualifications:

Required:

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

Preferred:

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

Benefits:

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

Equal Opportunity Employer: Truist does not discriminate based on race, gender, age, religion, disability, veteran status, or other protected classes. Truist is a Drug-Free Workplace.

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