Universal Banker Float - Cobb/Cherokee Area

Truist Bank

1d•Onsite

About The Position

Float Universal Bankers are required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader. Their primary responsibilities include the timely and efficient completion of client transactions, maintaining accurate records, and proper handling of all assigned monies. They are expected to deliver superior quality service by identifying and understanding clients' financial needs. These bankers are cross-trained to support sales and service activities as needed. The role involves providing a distinctive client experience through courteous conversation and conducting both complex and standardized transactions while uncovering needs. They educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking. They also support the team by making client servicing calls, presenting client offers, and identifying client needs for referral to appropriate team members or specialists. Float Universal Bankers participate fully in established Truist Retail Community Bank Leadership Routines, commit to continuous learning through training, and adhere to internal controls, operational procedures, and risk management policies. They serve as a point of contact for account maintenance, problem resolution, and identifying solutions. While assigned to a home branch, they will be scheduled to support multiple branches within their designated coverage Area, with schedules provided in advance but subject to change based on staffing needs. They receive direction from the Branch Leader of the location they are working in on any given day or week.

Requirements

High school diploma or equivalent education
Proven and consistent proficiency in teller or cash handling or client service skills
Good interpersonal and communication skills, including a desire to interact with clients and prospects
Ability to use office equipment and perform basic mathematical functions
Willing and able to follow written and verbal instructions and work under established guidelines
Demonstrated ability to deliver excellent client service and provide team support
Availability to work Saturdays and/or extended hours

Nice To Haves

Demonstrated ability to uncover referral opportunities
Knowledge of advanced or complex branch transactions
Demonstrated ability to handle multiple priorities under time constraints
General understanding of bank operations, policies, and procedures

Responsibilities

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Deliver superior quality service, identifying and understanding the client’s financial needs.
Support sales and service activities as needed through cross-training.
Provide a distinctive client experience by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
Perform more complex transactions with assistance as necessary.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
Support team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commit to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
Adhere to internal controls, operational procedures, and risk management policies.
Stay informed of all changes in policies and procedures to ensure compliance with current guidelines.
Serve as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
Be assigned to a home branch but be scheduled to support multiple branches within their designated coverage Area.
Receive schedules in advance, understanding they may change based on staffing needs.
Receive direction from the Branch Leader of the location they are working in on any designated day/week.

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
10 sick days (also prorated)
Paid holidays
Defined benefit pension plan (depending on the position and division)
Restricted stock units (depending on the position and division)
Deferred compensation plan (depending on the position and division)