Universal Banker PT (30hrs) - Newtown Square Branch

Truist Financial Corporation; Philadelphia (Philadelphia 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, educating them on digital banking solutions, and supporting sales activities through outreach. The ideal candidate will possess strong interpersonal skills, a high school diploma, and relevant experience in client service or sales. Join a team that values your contributions and offers a variety of benefits, including medical and retirement plans. This is a fantastic opportunity to grow your career in the banking sector and make a positive impact on clients' financial journeys.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k)

Pension Plans

Stock Units

Deferred Compensation

Qualifications

• High school diploma or equivalent required.
• Two years of teller or client service experience preferred.

Responsibilities

• Ensure consistent service level by engaging clients courteously.
• Educate clients on digital banking solutions.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

Multi-tasking

Basic Computer Skills

Education

High School Diploma

Tools

PC Software

Microsoft Office

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 103

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 identifying and understanding the client’s financial needs. Cross-train to support sales and service activities, focusing on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities

1. Client Experience: Ensure a consistent service level by engaging clients with courtesy, conducting transactions, and uncovering needs. Handle complex transactions with assistance as needed.
2. Client Education: Educate clients on digital and self-service solutions such as ATMs, Online, and Mobile banking.
3. Support Sales: Participate in client outreach through outbound calls, identify client needs, and refer clients to appropriate team members or specialists.
4. IRM Understanding: Comprehend the importance of IRM to deliver tailored solutions for clients.
5. Leadership Routines: Fully participate in all components of Truist Retail Community Bank Leadership routines.
6. Knowledge Advancement: Attend training and meetings to enhance product and service knowledge.
7. Compliance: Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Client Support: Serve as secondary contact for new account openings and problem resolution, managing work volume based on branch demands.

Qualifications

Required:

• High school diploma or equivalent
• Two years of teller or client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Proficiency with PC and branch automation software
• Ability to multi-task under time constraints
• Basic computer application skills (e.g., Microsoft Office)
• Ability to travel for staffing needs, including temporary or locale changes
• Availability to work weekends and extended hours, with occasional travel and overnights

Preferred:

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

Benefits

Eligible employees working 20+ hours per week may receive benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401(k). Benefits details vary by division and position. Additional benefits may include pension plans, stock units, and deferred compensation. More information will be provided during the hiring process.