Truist Bank is seeking a Universal Banker for their Everett Branch in Pennsylvania. The role focuses on providing exceptional client service, managing transactions, and supporting sales activities while adhering to internal controls and operational policies
Job Summary
Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
Matching Summary
Match Score: 85
Truist Bank is seeking a Universal Banker for their Everett Branch in Pennsylvania. The role focuses on providing exceptional client service, managing transactions, and supporting sales activities while adhering to internal controls and operational policies.
Skills & Requirements
Must-have
Client transaction completion
Superior quality service delivery
Outbound calling support
Integrated Relationship Management (IRM)
Adherence to internal controls
Nice-to-have
Educate clients on digital solutions
Proactive client needs identification
Team sales process participation
Key Requirements
High school diploma or equivalent
Two years of teller or cash handling experience
Six months of client relationship building or sales experience
Ability to travel to accommodate temporary staffing needs