The Front Desk Agent serves as the first point of contact for guests, clients, or visitors, managing front desk operations and ensuring a welcoming, professional environment.
Responsibilities
Greet and welcome guests, clients, and visitors in a friendly and professional manner
Answer phone calls, emails, and inquiries promptly and accurately
Manage check-in and check-out procedures (if applicable)
Schedule appointments and maintain calendars
Handle reservations, cancellations, and guest requests
Provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios.
Responsibilities
Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker’s client contact strategy and making sure that CRM data is current and accurate.
Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data.
Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Provide superior client service to Commercial Real Estate clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
Requirements
Universal Banker (Saturday Required) - Cherry Hill Branch
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Compensation
The annual base salary for this position is $45,760-$52,500
Responsibilities
Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound 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.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Requirements
High school diploma or equivalent education
Nice to have: client relationship building or sales experience
Nice to have: advanced or complex branch transactions
Provide customer service and support for Farm Credit Services of America, handling phone calls, walk‑in traffic, basic transactions, document scanning, inventory management, meeting preparation, and mail distribution.
Responsibilities
Answer and manage incoming phone calls, directing inquiries to appropriate teammates
Greet and assist current and potential customers in walk‑in traffic
Key in simple transactions and maintain accurate records
Scan documents, index them into the system, and ensure proper filing
Monitor inventory levels, order and restock office supplies
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