Universal Banker - South Hanover Branch

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Client service","Multi-tasking","Risk awareness","Customer education"]

Handle client transactions accurately and efficiently while providing a consistent, high-quality customer experience. Support sales and service activities through outbound calling, identifying client needs, and referring prospects to the right team members. Educate clients on digital self-service options like ATMs, Online and Mobile banking, and contribute to Integrated Relationship Management and retail community leadership routines. Maintain compliance with internal controls, operational procedures, and risk policies.

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Truist Financial
Truist Financial
2 days ago

Universal Banker - South Hanover Branch

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

Job Summary

Handle client transactions accurately and efficiently while providing a consistent, high-quality customer experience. Support sales and service activities through outbound calling, identifying client needs, and referring prospects to the right team members. Educate clients on digital self-service options like ATMs, Online and Mobile banking, and contribute to Integrated Relationship Management and retail community leadership routines. Maintain compliance with internal controls, operational procedures, and risk policies.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Complete client transactions timely and efficiently while maintaining accurate records and proper handling of assigned monies.
  • •Deliver a distinctive client experience by engaging clients, conducting complex and standardized transactions, and uncovering client needs.
  • •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 by fulfilling/referring to appropriate branch team members or specialists.
  • •Follow internal controls, operational procedures, and risk management policies while supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller, 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 and software skills for branch automation, including basic computer applications such as Microsoft Office.
Experience:BankingFinancial services
Education:High School
Skills:Interpersonal communicationClient serviceMulti-taskingRisk awarenessCustomer education
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboardBranch automation

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