Truist Financial

Universal Banker

Truist Financial

Philadelphia, PA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you looking for a dynamic and rewarding career in the banking industry? Look no further than Truist Financial! As a Universal Banker with our company, you will have the opportunity to provide top-notch customer service and support while utilizing your financial expertise to help clients achieve their financial goals. If you have a passion for banking and a desire to make a positive impact in your community, we want to hear from you! Our ideal candidate is a motivated and personable individual with a strong background in banking and a commitment to delivering exceptional service. Sound like you? Read on to learn more about this exciting opportunity.

  1. Provide excellent customer service to clients by greeting them with a friendly and professional demeanor.
  2. Utilize financial expertise to assist clients in achieving their financial goals.
  3. Perform daily banking tasks, such as account opening, deposits, withdrawals, and account maintenance.
  4. Actively promote and sell banking products and services to clients.
  5. Maintain a thorough understanding of banking policies, procedures, and regulations to ensure compliance.
  6. Build and maintain strong relationships with clients to enhance customer loyalty and retention.
  7. Act as a point of contact for customer inquiries and concerns, resolving issues in a timely and professional manner.
  8. Stay up-to-date on industry trends and changes in the financial market to provide accurate and relevant information to clients.
  9. Collaborate with team members to meet individual and team sales goals.
  10. Participate in community events and initiatives to promote the company's brand and build relationships within the community.
  11. Provide training and support to new team members as needed.
  12. Maintain a positive and professional attitude at all times.
  13. Comply with all company policies, procedures, and regulations.
  14. Continuously seek opportunities for personal and professional development to enhance job performance.
  15. Adhere to all security and confidentiality protocols to protect customer information.
Where is this job?
This job is located at Philadelphia, PA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build Relationships With Clients And Colleagues.

  • Minimum Of 2 Years Of Experience In Banking, Sales, Or Customer Service.

  • Strong Understanding Of Financial Products And Services, Including Deposit Accounts, Loans, And Investments.

  • Proficiency In Technology And Ability To Learn And Adapt To New Systems And Processes.

Required Skills
  • Communication

  • Time Management

  • Product knowledge

  • Multitasking

  • customer service

  • Cash Handling

  • Teamwork

  • Problem-Solving

  • Relationship-Building

  • Cross-Selling

  • Financial Knowledge

  • Sales Ability

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Multitasking

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Universal Banker in Philadelphia, PA, USA is $38,000 - $45,000 per year. However, this can vary depending on factors such as experience, education, and the specific bank or financial institution the Universal Banker is employed with. Additionally, bonuses and commission may also be included in their compensation package.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 23rd, 2025
Apply BeforeMay 10th, 2026
This job posting is from a verified source. 
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About Truist Financial

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

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