Universal Banker - Central Carolina Area- Northcross Saturday Required

Truist Bank•Huntersville, NC

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, with a particular focus on outbound calling and Integrated Relationship Management (IRM). The position provides a distinctive client experience through courteous engagement, transaction processing, education about digital and self-service banking options, and referrals to appropriate branch team members or specialists. It also supports the branch sales process, participates in Truist Retail Community Bank Leadership Routines and required training, follows operational and risk-management controls, and serves as a secondary contact for new account openings and problem resolution. The posting states that Saturday work is required. The role is regular, and the listed work shift is first shift.

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 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 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 consistent, distinctive client experience through courteous conversation, needs discovery, and completion of complex and standardized transactions; perform more complex transactions with assistance as needed.
Educate clients about digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
Support sales activities through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product-knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk-management policies, and stay current on 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.
Complete client transactions efficiently, maintain accurate records, and properly handle assigned monies.

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
Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan