Universal Banker Float Lowcountry Area

Truist • Charleston, SC

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. They are responsible for providing timely and efficient completion of client transactions, maintaining accurate records, and properly handling all monies. The role involves delivering superior quality service by identifying and understanding client financial needs and is cross-trained to support sales and service activities. This position focuses on ensuring a consistent service level, engaging clients, facilitating courteous conversation, and conducting both complex and standardized transactions while uncovering needs. They educate clients on digital and self-service solutions, support the team through client servicing calls, presenting offers, and identifying opportunities for referrals. Float Universal Bankers participate in Truist Retail Community Bank Leadership Routines, commit to advancing knowledge 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, referring clients to appropriate teammates. 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.

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.
• Performs more complex transactions with assistance as necessary.
• 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 insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• 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 position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees