Truist Financial-posted 3 months ago
Full-time
Savannah, GA
Credit Intermediation and Related Activities

The Universal Banker position at Truist involves providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all assigned monies. The role focuses on delivering superior quality service by identifying and understanding clients' financial needs. The banker will be cross-trained to support sales and service activities, particularly in outbound calling and Integrated Relationship Management (IRM) activities.

  • Provide a distinctive client experience by engaging clients with a smile and facilitating courteous conversation.
  • Conduct both complex and standardized transactions while uncovering client needs.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • Support team sales process by participating in client outreach through outbound calls.
  • Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual and product knowledge through training and meetings.
  • Adhere to internal controls, operational procedures, and risk management policies.
  • Serve as a secondary contact for new account openings and problem resolution.
  • High school diploma or equivalent education.
  • Two years of teller or 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 (PC) 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.
  • Ability to travel for temporary staffing needs.
  • Ability to work weekends and/or extended hours.
  • One year of client relationship building or sales experience.
  • Knowledge of advanced or complex branch transactions, risk management, and loss prevention.
  • Experience with sourcing and prospecting for new clients.
  • General understanding of bank operations, policies, and procedures.
  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • Accidental death and dismemberment insurance.
  • Tax-preferred savings accounts.
  • 401k plan.
  • At least 10 days of vacation and 10 sick days per year.
  • Paid holidays.
  • Potential eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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