Universal Banker PT (30hrs)- Media

Pennsylvania, USA (On-site)

Salary Not AvailableMid LevelPart time

Posted 3 months ago

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Job Summary

Drive frontline client service and relationship-building in a bank branch, with a focus on transactions, education, and basic sales support.

  • Own client interactions and cross-sell opportunities while managing busy branch demands.
  • Must-have: Two years of teller or client service experience.
  • Standout: Understanding of Integrated Relationship Management (IRM) and branch leadership routines.

Job Description

Responsibilities

  • Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.  Performs more complex transactions with assistance as necessary.
  •    Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
  •    Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
  •    Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
  •    Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  •    Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
  •    Adhere to internal controls, operational procedures and risk management policies.  Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
  •    Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.  Handles proportionate volume of work based on branch demands.

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, including a desire to interact with clients and prospects
  • Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
  • Ability to multi-task under time constraints
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred

  • One year of client relationship building or sales experience
  • Knowledge of advanced or complex branch transactions, risk management and loss prevention
  • Experience with sourcing and prospecting for new clients and client relationship building
  • General understanding of bank operations, policies and procedures

Benefits

  • General Description of Available Benefits for Eligible Employees for Regular Teammates working 20 hours or more per week: benefits include medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan; Teammates also receive no less than 10 days of vacation (prorated based on date of hire and status) during their first year, plus 10 sick days (also prorated) and paid holidays; specific benefits vary by position/division and may include defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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Truist Bank

3.2 Glassdoor

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com.Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.

Founded in 2018
Charlotte, North Carolina, USA
28K employees (719 in marketing)
48% recommend to a friend
47% CEO approval

Traffic Signals

Monthly Visitors
21.4M
Monthly Google Ads Budget
$65.3K
Traffic Source Mix
Search
19.5%
Direct
76.9%
Referral
2.7%
Social
0.3%
Paid
0.5%

Headcount Trend

Current headcount: ~27.9K

Marketing Team

Marketing Team Size
491 (2% of company)

Funding

Last Raise
Seed, 5 years ago

Funding History

  • Jan 2021
    Seed Round

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