Weekend Universal Banker: Client Banking & Sales

Truist Wealth; Phoenixville (Chester County); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and sick days

Holiday pay

Career development opportunities

Job summary

Truist Wealth is hiring a client service associate to provide timely and accurate handling of client transactions and to deliver superior service. You will educate clients on digital self-service tools and support a proactive outreach approach to uncover needs and opportunities.

The role emphasizes adherence to controls and ongoing training to grow product knowledge and servicing capabilities for consumer and business clients.

Qualifications

• High school diploma or equivalent education.
• Two years teller/cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and office software for branch automation.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs and occasional shifts.

Responsibilities

• Deliver distinctive client experience through courteous interactions and accurate transactions.
• Educate clients on digital self-service options like ATMs and mobile banking.
• Assist in client outreach and identify needs to refer to branch team members.
• Support Integrated Relationship Management (IRM) to meet client needs.
• Participate in leadership routines and training sessions.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal skills

Communication skills

PC skills

Multi-tasking

Customer service

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is hiring a client service associate to provide timely and accurate handling of client transactions and to deliver superior service. You will educate clients on digital self-service tools and support a proactive outreach approach to uncover needs and opportunities.

The role emphasizes adherence to controls and ongoing training to grow product knowledge and servicing capabilities for consumer and business clients.