Universal Banker (Saturday Required) - Hillandale

Truist Bank • Silver Spring, MD

8d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. The position requires Saturday work, and additional incentive pay is available.

The Universal Banker provides a distinctive client experience, handles standardized and more complex transactions, educates clients about digital and self-service banking solutions, participates in client outreach, and supports new account openings and problem resolution. The role also requires participation in branch routines and training, continued development of product knowledge, and compliance with internal controls, operational procedures, and risk-management policies.

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 the PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office software.
• Ability to travel as needed for temporary staffing needs, including temporary assignment or location changes.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
• English language fluency.

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, welcoming client experience through courteous conversation, standardized transactions, and needs discovery; handle more complex transactions with assistance as needed.
• Educate clients about ATMs and online and mobile banking services.
• Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product meetings and completing applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies; 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 workload 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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Additional incentive pay is available
• Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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