Universal Banker (Saturday Required) - Newtown Square Branch

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Multitasking","Attention to detail","Compliance awareness"]

Manage client transactions with accuracy and proper handling of funds while delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) support. Educate clients on digital self-service options such as ATMs, Online and Mobile banking. Maintain internal controls, operational procedures, and risk management, and assist with new account openings and issue resolution.

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Truist Financial
Truist Financial
4 days ago

Universal Banker (Saturday Required) - Newtown Square Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Manage client transactions with accuracy and proper handling of funds while delivering a high-quality client experience. Cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) support. Educate clients on digital self-service options such as ATMs, Online and Mobile banking. Maintain internal controls, operational procedures, and risk management, and assist with new account openings and issue resolution.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience while completing complex and standardized transactions accurately.
  • •Educate clients on digital and self-service solutions including ATMs, Online banking, and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, identifying needs, and referring to appropriate specialists.
  • •Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • •Follow internal controls, operational procedures, and risk management policies; serve as a secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •High school diploma or equivalent education.
  • •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 (Microsoft Office).
Experience:BankingTeller servicesClient servicesSalesRetail banking
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingAttention to detailCompliance awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboardWeb-based learning

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