Universal Banker; Commons Job Moorestown area,New Jersey USA,Finance & Banking

Regular or Temporary:
Regular Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross‑trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

ESSENTIAL DUTIES AND 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.

The annual base salary for this position is $45,760-$52,500. Additional incentive pay is available for this position.

QUALIFICATIONS

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 Qualifications:

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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire…