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Truist

Universal Banker

Truist

. Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies .

Posted 9/23/2026full-timeBoyertown • 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 transaction management, relationship building, and financial service delivery while adhering to operational procedures and risk management policies. Proficient in utilizing technology for banking solutions and providing exceptional customer service.

Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales SupportMicrosoft 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 Transaction ManagementCash HandlingSales ExperienceBasic Computer ApplicationsBanking Solutions Education
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking Ability
Tools & Technologies
Online Banking SolutionsMobile Banking SolutionsATM Operations
Industry Keywords
Risk Management PoliciesOperational ProceduresIntegrated Relationship Management

About the role

Key responsibilities & impact
  • Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies
  • Deliver superior quality service by identifying and understanding clients’ financial needs
  • Perform complex and standardized transactions, with assistance as necessary
  • Educate clients on ATMs, online banking, and mobile banking solutions
  • Support sales through outbound client calls, checking client offers, identifying needs, and fulfilling or referring opportunities
  • Support Integrated Relationship Management activities
  • 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 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
  • 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

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 during the first year of employment (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)