Universal Banker PT (30hrs) - Newtown Square Branch

Truist Financial Corporation; Newtown Square (Delaware 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 experiences and support sales initiatives. This role involves engaging clients with courtesy, educating them on digital banking solutions, and assisting with new account openings. The ideal candidate will possess strong interpersonal skills and a commitment to delivering superior service. Join a dynamic team that values client relationships and offers a range of benefits to eligible employees, including health insurance and retirement plans. This is a fantastic opportunity to grow your career in the financial services sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Time Off

Qualifications

• Two years of teller or client service experience required.
• Strong communication skills and proficiency in software applications.

Responsibilities

• Provide a distinctive client experience and conduct transactions.
• Support sales and outreach activities while adhering to policies.

Skills

Interpersonal Skills

Communication Skills

PC Proficiency

Multi-tasking

Education

High School Diploma

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, understanding clients' financial needs. Support sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM).

Essential Duties and Responsibilities:

1. Provide a distinctive client experience, engaging clients with courtesy, conducting transactions, and uncovering needs.
2. Educate clients on digital and self-service banking solutions.
3. Support sales by participating in outreach, checking for offers, and referring clients to appropriate team members.
4. Understand and support IRM processes.
5. Participate in leadership routines and training to enhance service quality.
6. Adhere to policies, procedures, and risk management guidelines.
7. Assist with new account openings and problem resolution, handling a workload based on branch demands.

Qualifications:

Required:

• High school diploma or equivalent
• Two years of teller or client service experience
• Six months of client relationship or sales experience
• Strong interpersonal and communication skills
• Proficiency in PC and software applications
• Ability to multi-task and travel as needed

Preferred:

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

Benefits: Eligible employees working 20+ hours/week can access medical, dental, vision, life insurance, disability, savings accounts, 401k, paid time off, and more. Specific benefits depend on the division and position. For details, visit our Benefits site.

Equal Opportunity Statement: Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, age, disability, or other protected categories. For more info, see EEO is the Law, Pay Transparency, and E-Verify.