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 client service representative to enhance customer experiences through efficient transaction handling and relationship building. This role offers the opportunity to engage with clients, educate them on digital solutions, and support sales initiatives. Ideal candidates will possess strong interpersonal skills and a desire to thrive in a dynamic banking environment. With a commitment to ongoing training and development, this position promises a rewarding career path in a supportive team atmosphere. If you’re passionate about delivering exceptional service and building lasting client relationships, this is the perfect opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Sick Days

Holidays

Qualifications

• High school diploma or equivalent education required.
• Two years of teller or cash handling experience preferred.

Responsibilities

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

Skills

Client Relationship Building

Cash Handling

Communication Skills

Multi-tasking

Sales Experience

Education

High School Diploma

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

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.

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. Performs 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 with current guidelines.
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
• Proficient in basic computer applications, such as Microsoft Office
• Ability to travel to accommodate temporary staffing needs and potential 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 based on position, division, and employment status.

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

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