Universal Banker II (Sat Required) - Southern Central Area
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 a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. Provide a distinctive client experience by engaging clients, conducting standardized and complex transactions, and uncovering needs. Educate clients about digital and self-service solutions, including ATMs and online and mobile banking. Support sales through client outreach, outbound calls, checking for client offers, and identifying needs or referral opportunities. Follow Truist Retail Community Bank Leadership Routines, build individual and product knowledge through meetings and training, and comply with internal controls, operational procedures, and risk-management policies. Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services and handling work according to branch demands.
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 and a desire to interact with clients and prospects.
- Ability to master the PC 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 required to accommodate temporary staffing needs, including temporary assignment or locale changes.
- Ability to work weekends and/or extended hours; occasional travel and overnight stays 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 sourcing and prospecting for new clients and building client relationships.
- General understanding of bank operations, policies, and procedures.
Responsibilities
- Provide a distinctive and consistent client experience through courteous engagement, completing standardized and complex transactions, and uncovering client needs.
- Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
- Support sales through client outreach and outbound calls, check for client offers, identify needs and opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance product and individual 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 about policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demands.
- Maintain accurate records and properly handle assigned monies.
- Travel to accommodate temporary staffing needs, including temporary assignment or locale changes, as required.
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
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
