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Truist

Universal Banker

Truist

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

Posted 10/6/2026full-timeLancaster • 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 service and relationship management, with a strong ability to conduct transactions accurately and efficiently while identifying and fulfilling client needs. Proficient in utilizing technology for banking operations and committed to following operational procedures and risk management policies.

Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales ExperienceMicrosoft Office ProficiencyInterpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client TransactionsCash HandlingSales SupportBasic Computer ApplicationsATM EducationOnline Banking EducationMobile Banking EducationOperational ProceduresRisk Management PoliciesMultitasking Under Time Constraints
Soft Skills
Excellent Interpersonal SkillsStrong Communication Skills
Industry Keywords
Integrated Relationship ManagementClient OutreachBranch AutomationRetail BankingClient Service

About the role

Key responsibilities & impact
  • Complete client transactions accurately and efficiently while handling assigned monies
  • Deliver superior client service and identify clients’ financial needs
  • Support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) activities
  • Engage clients, conduct complex and standardized transactions, and uncover needs
  • Educate clients on ATMs, Online Banking, and Mobile Banking
  • 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 and web-based learning
  • Follow 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
  • Handle a proportionate volume of work based on branch demands

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 multitask under time constraints
  • 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

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 of employment (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)