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 quality service by identifying and understanding clients’ financial needs, and is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM). The banker engages clients, conducts standardized and more complex transactions, and educates clients about digital and self-service banking options. The role supports branch sales and service, participates in outreach and leadership routines, develops product knowledge, follows operational controls and risk policies, 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, including a desire to interact with clients and prospects.
- Ability to master 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 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 sourcing and prospecting for new clients and building client relationships.
- General understanding of bank operations, policies, and procedures.
Responsibilities
- Deliver a distinctive client experience through courteous engagement, conducting transactions, and uncovering client needs.
- Perform complex transactions with assistance as necessary.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales through outbound client calls, checking for client offers, identifying needs, and fulfilling needs or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Develop individual and product knowledge by attending sales, service, product knowledge, and other applicable training.
- Follow internal controls, operational procedures, and risk management policies; stay informed of changes to policies and procedures.
- Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
- 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 during the first year, prorated based on hire date and employment status
- 10 sick days, prorated
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or 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
