Universal Banker - Royersford Branch

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

Deliver timely, accurate client transactions and a high-quality in-branch client experience while maintaining proper handling of customer funds. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support sales and outreach through outbound calls, identifying client needs, offers, and referral opportunities. Assist with new account openings and problem resolution, aligning work with Integrated Relationship Management (IRM) and branch leadership routines.

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Truist Financial
Truist Financial
1 month ago

Universal Banker - Royersford Branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Deliver timely, accurate client transactions and a high-quality in-branch client experience while maintaining proper handling of customer funds. Educate clients on digital self-service options like ATMs, Online and Mobile banking. Support sales and outreach through outbound calls, identifying client needs, offers, and referral opportunities. Assist with new account openings and problem resolution, aligning work with Integrated Relationship Management (IRM) and branch leadership routines.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions accurately while uncovering client needs.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking.
  • •Support the sales process through outbound calls, checking for client offers, and identifying needs or opportunities with referrals.
  • •Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions tailored to client needs.
  • •Serve as a secondary contact for new account openings and problem resolution, adhering to internal controls, operational procedures, and risk management policies.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid 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.
  • •Proficiency with personal computer keyboard/software for branch automation, including Microsoft Office and the ability to multitask under time constraints.
Experience:BankingRetail banking
Education:High School
Skills:Interpersonal communicationClient focusMultitaskingRisk awarenessCustomer service orientation
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