Universal Banker

Truist

. Provide timely and efficient completion of client transactions .

Posted 10/6/2026full-timeReading • Pennsylvania • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship building, sales support, and financial service delivery while adhering to operational procedures and risk management policies. Proficient in utilizing banking technology and software to enhance client interactions and transaction efficiency.

Highest-signal resume keywords

Client Relationship BuildingSales Support ExperienceCash Handling SkillsMicrosoft Office ProficiencyRisk Management Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ExperienceTeller ExperienceComplex Transaction HandlingBasic Computer ApplicationsBranch Automation Skills

Soft Skills

Excellent Interpersonal SkillsStrong Communication SkillsAbility to Multi-taskDesire to Interact with Clients

Tools & Technologies

ATM SolutionsOnline Banking SolutionsMobile Banking Solutions

Industry Keywords

Bank OperationsOperational ProceduresRisk Management PoliciesClient OutreachSales Activities

About the role

Key responsibilities & impact

Provide timely and efficient completion of client transactions
Maintain accurate records and properly handle assigned monies
Deliver superior quality service by identifying and understanding clients’ financial needs
Support sales and service activities, including outbound calling and Integrated Relationship Management activities
Engage clients, conduct complex and standardized transactions, and uncover needs
Educate clients on ATM, online banking, and mobile banking solutions
Participate in client outreach, check client offers, identify needs, fulfill needs, or refer clients to appropriate branch team members or specialists
Participate in Truist Retail Community Bank Leadership Routines
Attend sales, service, and product knowledge meetings and applicable training
Adhere to internal controls, operational procedures, and risk management policies
Serve as 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, including a desire to interact with clients and prospects
Ability to master personal computer 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, 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
Preferred: One year of client relationship building or sales experience
Preferred: Knowledge of advanced or complex branch transactions, risk management, and loss prevention
Preferred: Experience with sourcing and prospecting for new clients and client relationship building
Preferred: General understanding of bank operations, policies, and procedures

Benefits

Comp & perks

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)