Universal Banker - Heathrow 46A

Truist Bank•Lake Mary, FL

4d•Onsite

About The Position

The Universal Banker position involves providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies. The role requires delivering superior quality service, identifying and understanding client financial needs, and being cross-trained to support sales and service activities. This includes assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

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
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, conducting complex and standardized transactions, and uncovering needs.
Educate clients on digital, self-service solutions to enhance their banking experience.
Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
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 training classes.
Adhere to internal controls, operational procedures, and risk management policies, ensuring compliance with current guidelines.
Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.