Universal Banker - Royersford

Artis Senior Living; Royersford (Montgomery County); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Universal Banker to provide exceptional client service and facilitate smooth banking transactions. This role involves engaging with clients to understand their financial needs, educating them on digital banking solutions, and supporting sales initiatives. The ideal candidate will thrive in a dynamic environment, showcasing strong interpersonal skills and a commitment to delivering tailored solutions. Join a forward-thinking team that values your contributions and offers a comprehensive benefits package, including medical, dental, and retirement options.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k

Paid vacation

Sick days

Holidays

Qualifications

• Two years of client service experience required.
• Proficiency in Microsoft Office applications essential.

Responsibilities

• Deliver high-quality client transactions and support sales activities.
• Educate clients on digital banking solutions.

Skills

Client relationship building

Cash handling

Sales experience

Interpersonal skills

Communication skills

Multi-tasking

Education

High school diploma or equivalent

Tools

PC and branch automation software

Microsoft Office

Job description

Join to apply for the Universal Banker - Royersford role at Artis Senior Living.

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Position Details: Regular, Full-time, 1st shift (United States of America). Language Fluency: English (Required).

Job Description

Provide timely and efficient client transactions, maintaining accurate records and proper handling of all monies. Deliver high-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

• Deliver a distinctive client experience through courteous interactions, conducting transactions, and uncovering needs. Handle complex transactions with assistance as needed.
• Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
• Support sales by participating in client outreach, identifying needs, and referring clients to appropriate team members.
• Understand and support the IRM process to deliver tailored solutions.
• Participate in leadership routines and training to enhance skills and knowledge.
• Adhere to internal controls, operational procedures, and risk policies, staying updated on policy changes.
• Serve as secondary contact for new account openings and issue resolution, managing workload based on branch demands.

Qualifications

Required Qualifications

• 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 with PC and branch automation software.
• Ability to multi-task under time constraints.
• Proficiency in Microsoft Office applications.
• Ability to travel for staffing needs, including temporary or locale changes.
• Willingness to work weekends and extended hours, with occasional travel and overnight stays.

Preferred Qualifications

• 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.
• Understanding of bank operations, policies, and procedures.

Benefits include medical, dental, vision, life insurance, disability, savings accounts, 401k, paid vacation, sick days, and holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the role and division.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace. For more information, see EEO and Pay Transparency notices.