Universal Banker

Truist

. Complete client transactions accurately and efficiently while properly handling assigned monies .

Posted 10/6/2026full-timeMarlton • New Jersey • United StatesJuniorMid-Level💰 $45,760 - $52,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client transaction management, financial needs assessment, and relationship building while adhering to compliance and operational procedures. Proficient in utilizing technology for banking services and delivering exceptional customer service.

Highest-signal resume keywords

Client Transaction ManagementClient Relationship BuildingCash Handling ExperienceMicrosoft Office ProficiencyInterpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ExperienceTeller ExperienceSales ExperienceBasic Computer ApplicationsBranch Automation Skills

Soft Skills

Excellent Communication SkillsInterpersonal SkillsMulti-tasking Ability

Tools & Technologies

Online BankingMobile BankingATMs

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Risk Management PoliciesCompliance GuidelinesOperational ProceduresIntegrated Relationship Management

About the role

Key responsibilities & impact

Complete client transactions accurately and efficiently while properly handling assigned monies
Deliver superior quality service and identify clients’ financial needs
Perform complex and standardized transactions
Educate clients on ATMs, online banking, and mobile banking
Support sales through outbound client calls and client offer checks
Identify client needs and fulfill or refer them to appropriate branch team members or specialists
Participate in Integrated Relationship Management activities
Participate in Truist Retail Community Bank Leadership Routines
Attend sales, service, product knowledge, and applicable training meetings and learning programs
Follow internal controls, operational procedures, risk management policies, and compliance guidelines
Serve as a secondary contact for new account openings and problem resolution
Offer applicable products and services to clients and prospects

Requirements

What you’ll need

High school diploma or equivalent education
Two years of teller, cash handling, or client service experience
Six months of client relationship building or sales experience
Excellent interpersonal and communication skills
Ability to master personal computer keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Proficiency in basic computer applications, including Microsoft Office
Ability to travel for temporary staffing needs, including temporary assignment or locale changes
Ability to work weekends and/or extended hours; occasional travel and overnights may be included
English language fluency required

Benefits

Comp & perks

Additional incentive pay
Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated
10 sick days, prorated
Paid holidays
Defined benefit pension plan, depending on position and division
Restricted stock units, depending on position and division
Deferred compensation plan, depending on position and division
Reasonable accommodations for individuals with disabilities