Universal Banker

Truist

. Provide timely and efficient completion of client transactions .

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 strong client relationship building and sales skills while providing superior service in financial transactions. Proficient in branch operations, risk management, and effective communication to meet client needs.

Highest-signal resume keywords

Client Relationship BuildingCash Handling ExperienceSales ExperienceMicrosoft Office ProficiencyRisk Management Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ExperienceBasic Computer ApplicationsBranch Automation SkillsComplex Transaction HandlingFinancial Needs Assessment

Soft Skills

Excellent Interpersonal SkillsStrong Communication SkillsMulti-tasking AbilityProblem Resolution Skills

Tools & Technologies

Online BankingMobile BankingATMs

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 while conducting complex and standardized transactions
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
Advance individual and product knowledge through meetings, training classes, 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 work volume 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 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 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)