Universal Banker PT 20 hrs- West Sadsbury Branch

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

Job summary

An established industry player is seeking a dedicated client service representative to deliver exceptional service and support financial transactions. In this role, you will engage with clients to understand their needs, educate them on digital solutions, and assist with account openings and problem resolution. Your ability to build relationships and provide tailored solutions will be key to success. If you thrive in a fast-paced environment and are passionate about helping clients, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Provide a distinctive client experience through courteous engagement.
• Support sales through outbound calls and identify client needs.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

PC Proficiency

Multi-tasking

Education

High School Diploma or Equivalent

Tools

PC Software Applications

Job description

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 by understanding clients' financial needs. Support sales and service activities, focusing 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.
2. Educate clients on digital solutions like ATMs, Online, and Mobile banking.
3. Support sales through outbound calls, checking for client offers, and identifying needs or opportunities.
4. Understand and support IRM to deliver tailored solutions for clients.
5. Participate in leadership routines and training to enhance knowledge and service quality.
6. Adhere to internal controls, operational procedures, and risk management policies.
7. Serve as secondary contact for new account openings and problem resolution, offering suitable products and services.

Qualifications

Required:

• High school diploma or equivalent
• 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
• Proficiency in PC and software applications
• Ability to multi-task and work under time constraints
• Ability to travel and work extended hours as needed

Preferred:

• One year of client relationship or sales experience
• Knowledge of complex transactions, risk management, and prospecting
• Understanding of bank operations and policies