Universal Banker (Saturday Required) - Loyal Plaza

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

Deliver timely, accurate client transactions and maintain proper handling of assigned funds while providing a consistently great client experience. Cross-train to support outbound calling and Integrated Relationship Management (IRM), educate clients on digital self-service options (ATMs, Online and Mobile banking), and assist with new account openings and problem resolution. Participate in retail community leadership routines, complete required training, and follow internal controls, operational procedures, and risk management policies.

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Truist Financial
Truist Financial
2 days ago

Universal Banker (Saturday Required) - Loyal Plaza

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Deliver timely, accurate client transactions and maintain proper handling of assigned funds while providing a consistently great client experience. Cross-train to support outbound calling and Integrated Relationship Management (IRM), educate clients on digital self-service options (ATMs, Online and Mobile banking), and assist with new account openings and problem resolution. Participate in retail community leadership routines, complete required training, and follow 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 engaging clients and performing complex and standardized transactions as needed.
  • •Educate clients on digital, self-service solutions such as ATMs, Online, and Mobile banking.
  • •Support the team sales process through outbound calls, checking client offers, and identifying needs or opportunities for referrals or fulfillment.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions to clients’ unique needs.
  • •Adhere to internal controls, operational procedures, and risk management policies while supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysRetirementEquity

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 multitask under time constraints.
Experience:BankingTellerCash handlingClient serviceSales
Education:High School
Skills:Interpersonal communicationMultitaskingCustomer interactionRisk awarenessAttention to detail
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