Universal Banker II (Sat Required) - Southern Central Area - Churchland
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker provides a distinctive client experience through courteous conversation and standardized and complex transactions, educating clients about digital and self-service banking solutions, and supporting client outreach and sales processes. The position also supports new account openings and problem resolution as a secondary contact, offers applicable products and services, and follows operational controls, procedures, and risk management policies. The role is regular, requires English fluency, and works the first shift. Weekend and/or extended hours may be required, with occasional travel and overnights. The position is based in the Southern Central Area – Churchland; travel to accommodate temporary staffing needs, including temporary assignment or locale changes, is required as needed. The annual base salary is $45,760–$51,750, with additional incentive pay available.
Requirements
- High school diploma or equivalent education.
- Two years of teller, cash handling, or client service experience.
- Six months of client relationship building or sales experience.
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
- Ability to master the personal computer keyboard and software skills necessary for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.
- Ability to work weekends and/or extended hours; occasional travel and overnights may be included.
- English fluency is required.
Nice To Haves
- One year of client relationship building or sales experience.
- Knowledge of advanced or complex branch transactions, risk management, and loss prevention.
- Experience sourcing and prospecting for new clients and building client relationships.
- General understanding of bank operations, policies, and procedures.
Responsibilities
- Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned monies.
- Provide a distinctive client experience through courteous engagement, conversation, and completion of standardized and complex transactions; perform more complex transactions with assistance as necessary.
- Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
- Support the team sales process through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
- Use Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
- Participate in Truist Retail Community Bank Leadership Routines.
- Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes to ensure compliance.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services to clients and prospects, and handle a proportionate volume of work based on branch demands.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Additional eligibility may apply for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
