Universal Banker - Five Points
About The Position
The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position engages clients in courteous conversations, performs standardized and more complex transactions, educates clients about digital and self-service banking options, and supports outreach and referrals. It also contributes to branch routines and ongoing product learning, follows operational and risk-management requirements, and serves as a secondary contact for new account openings and problem resolution.
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 needed for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, including Microsoft Office 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 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, needs discovery, and completion of standardized and complex transactions.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales efforts through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate branch team members or specialists.
- Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
- Follow internal controls, operating procedures, and risk-management policies, and 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 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 in the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or 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
