Universal Banker PT 20 hrs- West Sadsbury Branch

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

Job summary

An established industry player seeks a dedicated individual to provide exceptional client service and support in a dynamic banking environment. This role emphasizes building strong client relationships while managing transactions and educating clients on digital banking solutions. You will have the opportunity to enhance your skills in a collaborative setting, participate in sales processes, and contribute to a team committed to delivering tailored financial solutions. Join a forward-thinking organization that values your growth and offers a comprehensive benefits package, including medical, dental, and retirement plans.

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 with complex transactions.
• Educate clients on digital banking solutions and services.
• Support sales processes through client outreach and referrals.

Skills

Client Relationship Building

Cash Handling

Communication Skills

Multi-tasking

Microsoft Office

Education

High School Diploma

Tools

Personal Computer

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 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
• Proficiency in basic computer applications, such as Microsoft Office
• Ability to travel to accommodate temporary staffing needs as required
• 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 receive paid vacation, sick days, holidays, and may be eligible for additional plans depending on the division. For detailed benefits, visit our Benefits site.

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

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