Truist Bank is seeking a Part-Time Universal Banker in Bally, PA, to provide efficient client transaction services while delivering high-quality customer service. The ideal candidate should possess client service experience and be able to engage with clients effectively to identify their financial needs
Job Summary
Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions 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.
Matching Summary
Match Score: 75
Truist Bank is seeking a Part-Time Universal Banker in Bally, PA, to provide efficient client transaction services while delivering high-quality customer service. The ideal candidate should possess client service experience and be able to engage with clients effectively to identify their financial needs.
Skills & Requirements
Must-have
Client transaction completion
Accurate record keeping
Superior quality service
Identify client financial needs
Outbound calling support
Integrated Relationship Management (IRM)
Nice-to-have
Digital self-service education
Client outreach participation
Team sales process support
Key Requirements
High school diploma or equivalent
Two years of teller or cash handling experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills
Ability to master personal computer (PC) keyboard and software skills
Ability to multi-task under time constraints
Proficiency in basic computer applications (e.g., Microsoft Office)