Universal Banker PT (20hrs) - New Hanover Branch

Truist Financial Corporation; Douglass Township (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 client relationships and deliver exceptional service. This role involves engaging with clients, conducting transactions, and supporting sales activities through outreach and education on digital banking solutions. The ideal candidate will possess strong interpersonal skills and a commitment to providing tailored financial solutions. Join a dynamic team where your contributions will directly impact client satisfaction and community engagement, all while developing your professional skills in a supportive environment.

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 by engaging clients courteously.
• Educate clients on digital and self-service solutions.

Skills

Interpersonal Skills

Communication Skills

PC and Software Skills

Multi-tasking

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 proper handling of all monies assigned. Deliver superior quality service by understanding clients' financial needs. Support sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM) activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Provide a distinctive client experience by engaging clients courteously, conducting transactions, and uncovering needs. Handle complex transactions with assistance as needed.
2. Educate clients on digital and self-service solutions like ATMs, Online, and Mobile banking.
3. Support sales by participating in outreach through outbound calls, checking for client offers, and referring clients to appropriate team members.
4. Understand and support the importance of IRM to deliver tailored solutions for clients.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Enhance knowledge through training, meetings, and web-based learning to better serve clients.
7. Follow internal controls, operational procedures, and risk management policies, staying informed of policy updates.
8. Serve as secondary contact for new account openings and problem resolution, offering relevant products and services.

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 in PC and software skills for branch automation
• Ability to multi-task and work under time constraints
• Proficiency in 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 branch transactions, risk management, and loss prevention
• Experience sourcing and prospecting for new clients
• General understanding of bank operations and policies