Financial Assistant (Corporate) jobs in York, PA

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Ensures a consistent client service experience through primarily handling clients' transactional needs, including accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits, issuing money orders, cashier's checks and redeeming savings bonds.
2. Performs more complex transactions (with assistance as necessary) such as: large commercial deposits, ATM servicing, vault/cash ordering, teller cash recycler, close out transactions, cash advances, loan exception clearing.
3. Supports team sales process by making client calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
6. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
7. Serves as secondary contact for new account openings and problem resolution, cross-selling applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
8. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
9. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education and related training
2. Two years of teller or equivalent experience
3. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
4. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
5. Ability to multi-task
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1. Associate's degree, or equivalent education and related training
2. Two years of client sales and service experience
3. Demonstrated ability to handle multiple priorities under time constraints