Universal Banker - Richland Marketplace Branch

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

Handle client transactions accurately and provide a high-quality service experience in-branch. Educate customers on digital self-service options like ATMs and Online/Mobile banking, and support sales through outbound calling and identifying client needs or offers. Serve as a secondary contact for new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
1 hour ago

Universal Banker - Richland Marketplace Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Handle client transactions accurately and provide a high-quality service experience in-branch. Educate customers on digital self-service options like ATMs and Online/Mobile banking, and support sales through outbound calling and identifying client needs or offers. Serve as a secondary contact for new account openings and problem resolution while adhering to internal controls, operational procedures, and risk management policies.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions while maintaining accurate 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 calling, checking client offers, and identifying client needs or opportunities by fulfilling or referring appropriately.
  • •Apply Integrated Relationship Management (IRM) to deliver expertise and solutions for clients’ unique needs.
  • •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

Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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 and a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills for branch automation and demonstrate proficiency in basic computer applications such as Microsoft Office.
Education:High School
Skills:Interpersonal communicationMultitaskingCustomer service
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