Universal Banker - Lititz Branch

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Client focus","Multi-tasking","Attention to detail"]

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds. Deliver a high-quality client experience by understanding financial needs, supporting outbound calling and Integrated Relationship Management (IRM), and cross-training to assist with sales and service activities. Educate clients on digital self-service tools like ATMs, Online and Mobile banking, and help with new account openings and problem resolution while following risk management and internal controls.

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Truist Financial
Truist Financial
2 months ago

Universal Banker - Lititz Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while maintaining proper handling of assigned funds. Deliver a high-quality client experience by understanding financial needs, supporting outbound calling and Integrated Relationship Management (IRM), and cross-training to assist with sales and service activities. Educate clients on digital self-service tools like ATMs, Online and Mobile banking, and help with new account openings and problem resolution while following risk management and internal controls.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Process complex and standardized client transactions accurately while maintaining thorough records and proper handling of assigned monies.
  • •Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • •Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities.
  • •Apply Integrated Relationship Management (IRM) practices to deliver Truist expertise and solutions for client needs.
  • •Serve as a secondary contact for new account openings and problem resolution, following internal controls and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401k

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 demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Experience:2+ yearsBankingRetail banking
Education:High School
Skills:Interpersonal skillsCommunicationClient focusMulti-taskingAttention to detail
Languages:English
Tech Stack:Microsoft OfficePC keyboardATMsOnline bankingMobile banking

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