Universal Banker PT (30hrs) - Valley Hills Branch

Truist Financial Corporation; Bridgeport (WV); 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 interactions and support financial transactions. This role involves delivering exceptional service by understanding clients' needs and assisting with complex transactions. The ideal candidate will possess strong communication skills and a knack for problem-solving, ensuring a seamless banking experience. Join a forward-thinking organization that values employee development and offers a range of benefits, including health insurance and retirement plans. If you are passionate about client service and eager to grow in the financial sector, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Time Off

Qualifications

• Two years of teller or cash handling experience required.
• Six months of client relationship or sales experience preferred.

Responsibilities

• Deliver a distinctive client experience through courteous interactions.
• Educate clients on digital banking solutions and support sales efforts.

Skills

Interpersonal Skills

Communication Skills

PC Proficiency

Multi-tasking

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Review of Job Description

The provided job description contains essential information about the role, responsibilities, qualifications, and benefits. It uses various HTML tags effectively to organize content, such as ,

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• The initial paragraph is somewhat lengthy and could be broken into smaller, clearer sections for better readability.
• Some repetitive or unnecessary details, such as the detailed benefits and legal disclosures, could be summarized or formatted more concisely to focus on the core job responsibilities and requirements.
• The structure could be improved by consistent use of headings and subheadings to delineate sections like Responsibilities, Qualifications, and Benefits more clearly.

Overall, the description meets the minimum requirements but would benefit from clearer formatting and more concise presentation to enhance readability and focus.

Below is a refined version that addresses these issues:

Job Description

Position Overview: Provide timely and efficient client transaction processing, maintain accurate records, and handle all assigned monies properly. Deliver high-quality service by understanding clients' financial needs and supporting sales and relationship management activities, including outbound calling and IRM support.

Responsibilities

1. Deliver a distinctive client experience through courteous interactions and complex transaction handling.
2. Educate clients on digital and self-service banking solutions.
3. Support sales efforts via outbound calls and client outreach.
4. Understand and support Integrated Relationship Management (IRM) processes.
5. Participate in leadership routines and ongoing training to enhance product knowledge.
6. Adhere to internal controls, operational procedures, and risk policies.
7. Assist with new account openings and resolve client issues, managing workload based on branch needs.

Qualifications

Required:

• High school diploma or equivalent
• Two years of teller or cash handling experience
• Six months of client relationship or sales experience
• Excellent interpersonal and communication skills
• Proficiency in PC and Microsoft Office
• 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

Benefits

Eligible employees receive medical, dental, vision, life insurance, disability, savings plans, 401k, paid time off, and more. Specific benefits depend on employment status and division. 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 protected characteristics. For more info, see EEO is the Law and related links.