Universal Banker PT (20hrs) - Willow St

Truist Financial
Pennsylvania
Workplace: OnsitePart timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking","Client service"]

Provide timely, efficient service for client transactions while maintaining accurate records and handling assigned funds. Deliver a strong client experience by understanding financial needs, supporting sales outreach via outbound calls, and contributing to Integrated Relationship Management (IRM). Cross-train on digital self-service solutions (ATMs, Online, Mobile banking) and serve as a secondary contact for new account openings and issue resolution, adhering to internal controls and risk policies.

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Truist Financial
Truist Financial
1 month ago

Universal Banker PT (20hrs) - Willow St

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide timely, efficient service for client transactions while maintaining accurate records and handling assigned funds. Deliver a strong client experience by understanding financial needs, supporting sales outreach via outbound calls, and contributing to Integrated Relationship Management (IRM). Cross-train on digital self-service solutions (ATMs, Online, Mobile banking) and serve as a secondary contact for new account openings and issue resolution, adhering to internal controls and risk policies.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining proper records and handling assigned monies.
  • •Deliver customer service by engaging clients, uncovering needs, and performing more complex transactions with assistance as necessary.
  • •Educate clients on digital self-service solutions, including ATMs, Online and Mobile banking.
  • •Support team sales activities through outbound calls, checking for client offers, and identifying needs or opportunities via referrals.
  • •Adhere to internal controls, operational procedures, and risk management policies; serve as secondary contact for new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Holidays

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 for branch automation and multi-task under time constraints.
Education:High School
Skills:Interpersonal skillsCommunicationMulti-taskingClient service
Languages:English
Tech Stack:ATMsOnline bankingMobile bankingMicrosoft OfficePC keyboardDigital self-service solutions

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