Universal Banker - Part Time (20 hrs.) - Royersford

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

Job summary

An established industry player is seeking a dedicated individual to join their team as a Client Service Specialist. In this role, you will provide exceptional service to clients, ensuring their banking needs are met while supporting sales activities. You will educate clients on digital solutions and participate in outreach efforts to identify opportunities for relationship building. This position offers a dynamic environment where your interpersonal skills will shine, and your contributions will directly impact client satisfaction and loyalty. Join a team that values excellence and fosters growth in a supportive atmosphere.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Paid Vacation

Sick Days

Holidays

Qualifications

• Two years of teller or cash handling experience required.
• Excellent communication and interpersonal skills are essential.
• Ability to work weekends and extended hours as needed.

Responsibilities

• Provide a distinctive client experience through engaging interactions.
• Educate clients on digital banking solutions to enhance their experience.
• Support sales processes through client outreach and relationship building.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

Multi-tasking

Basic Computer Applications

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Please review the following job description:

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, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities

1. Provide 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. Perform more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stay informed of all changes in policies and procedures to ensure compliance.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handle proportionate volume of work based on branch demands.

Qualifications

Required 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 personal computer (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Proficiency in basic computer applications, such as Microsoft Office
• Ability to travel to accommodate temporary staffing needs and occasional locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights

Preferred Qualifications:

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

Benefits

All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid vacation, sick days, and holidays. For more details, visit our Benefits site. Benefits may vary by division and employment status.

Truist is an Equal Opportunity Employer and a Drug Free Workplace.

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