Universal Banker - South Weston

Truist Bank • Davie, FL

3d

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 activities, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The position engages clients in courteous conversations, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking solutions. It supports outreach, identifies client needs and opportunities, and fulfills those needs or refers clients to appropriate branch team members or specialists. The banker also helps with new account openings and problem resolution, follows operational and risk-management procedures, and participates in required training and leadership routines.

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 willingness to interact with clients and prospects.
• Ability to learn the PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel 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 client experience through courteous engagement and completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking.
• Support the sales process through outbound client calls, checking for client offers, identifying needs, and fulfilling or referring opportunities.
• Support Integrated Relationship Management to connect clients with appropriate Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Attend sales, service, product-knowledge, and other applicable training.
• Follow internal controls, operational procedures, and risk-management policies; stay informed about changes to policies and procedures.
• Serve as a secondary contact for new account openings and problem resolution, offering relevant products and services.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED