Universal Banker PT (20hrs) - Berkshire Boulevard

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

Provide timely, efficient client transaction support while maintaining accurate records and handling assigned funds. Deliver high-quality client service by understanding financial needs, educating clients on digital self-service options (ATMs, Online & Mobile Banking), and supporting outbound calling tied to Truist’s Integrated Relationship Management (IRM). Cross-train to assist sales and service activities, help with new account openings and problem resolution, and follow internal controls, risk management, and training requirements.

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Truist Financial
Truist Financial
2 months ago

Universal Banker PT (20hrs) - Berkshire Boulevard

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

Job Summary

Provide timely, efficient client transaction support while maintaining accurate records and handling assigned funds. Deliver high-quality client service by understanding financial needs, educating clients on digital self-service options (ATMs, Online & Mobile Banking), and supporting outbound calling tied to Truist’s Integrated Relationship Management (IRM). Cross-train to assist sales and service activities, help with new account openings and problem resolution, and follow internal controls, risk management, and training requirements.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Part time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Complete client transactions accurately and efficiently while maintaining proper records and handling assigned monies.
  • •Educate clients on digital self-service solutions, including ATMs, Online Banking, and Mobile Banking.
  • •Support the team sales process through outbound calls, checking for client offers, and identifying needs or opportunities.
  • •Assist with Integrated Relationship Management (IRM) activities to deliver Truist expertise and solutions for client needs.
  • •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 HolidaysPaid LeaveSick Days

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 the ability to multi-task under time constraints.
  • •Ability to master PC keyboard/software skills and basic computer applications (Microsoft Office).
Experience:BankingTellerClient service
Education:High School
Skills:Interpersonal communicationCustomer serviceMultitaskingAttention to detailRisk awareness
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