Universal Banker Float - Sarasota Manatee

Truist BankSouth Gate, FL
Onsite

About The Position

The Float Universal Banker position requires travel to multiple branches as assigned by leadership. The role involves providing timely and efficient client transactions while maintaining accurate records and proper handling of monies. The banker will deliver superior quality service, identify and understand client financial needs, and be cross-trained to support sales and service activities as needed. This role is for regular, full-time employment with a 1st shift work schedule. Fluency in English is required.

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

  • Provides 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.
  • Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
  • Supports 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.
  • Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
  • 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.
  • Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
  • Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will 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
  • 10 sick days
  • paid holidays
  • defined benefit pension plan
  • restricted stock units
  • deferred compensation plan
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