Universal Banker II (Sat Required)- Southern Central Area
About The Position
The Universal Banker II position is a regular, full-time role requiring English fluency and involves working the 1st shift, including Saturdays. This role focuses on providing exceptional client service through efficient transaction completion, accurate record-keeping, and proper money handling. The Universal Banker will identify and understand client financial needs, and will be cross-trained to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position requires active participation in leadership routines, continuous learning of products and services, and adherence to internal controls and risk management policies. Additionally, the Universal Banker will serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
Requirements
- 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, including a desire to interact with clients and prospects
- 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 software products
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights may be included
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 with sourcing and prospecting for new clients and client relationship building
- General understanding of bank operations, policies and procedures
Responsibilities
- Provide a distinctive client experience by engaging clients, facilitating courteous conversation, and conducting both complex and standardized transactions while uncovering 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, checking for client offers, and identifying client needs or opportunities.
- Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver expertise and solutions for clients’ unique needs.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings and all applicable training classes and web-based learning.
- Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures.
- Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
- Handle proportionate volume of work based on branch demands.
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- vacation
- sick days
- paid holidays
- defined benefit pension plan
- restricted stock units
- deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
