Universal Banker PT (20hrs) - Willow Grove

Truist Financial
United States
Workplace: OnsitePart timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multitasking","Client service"]

Provide timely, accurate client transaction processing while delivering a superior client experience. Educate customers on digital self-service options like ATMs, Online and Mobile banking, and support outbound calling to identify client needs and opportunities. Cross-trained to assist sales and Integrated Relationship Management (IRM) activities, handle new account openings as a secondary contact, and follow internal controls, risk management, and operational procedures.

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Truist Financial
Truist Financial
2 days ago

Universal Banker PT (20hrs) - Willow Grove

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Provide timely, accurate client transaction processing while delivering a superior client experience. Educate customers on digital self-service options like ATMs, Online and Mobile banking, and support outbound calling to identify client needs and opportunities. Cross-trained to assist sales and Integrated Relationship Management (IRM) activities, handle new account openings as a secondary contact, and follow internal controls, risk management, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Part time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by engaging clients, conducting complex and standardized transactions, and uncovering needs while maintaining accurate records and proper handling of assigned monies.
  • •Educate clients on digital and self-service solutions, including ATMs, Online and Mobile banking.
  • •Support the sales process through outbound calls, checking client offers, and identifying needs or opportunities via referrals to branch team members or specialists.
  • •Support Integrated Relationship Management (IRM) activities to deliver Truist expertise and solutions aligned to client needs.
  • •Follow internal controls, operational procedures, and risk management policies, including acting as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •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, with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and basic computer applications (including Microsoft Office), and to multi-task under time constraints.
Experience:2+ years
Education:High School
Skills:Interpersonal skillsCommunicationMultitaskingClient service
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboard

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn