Universal Banker (Saturday Required) - North Montgomery Area
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 client service by identifying and understanding financial needs, and is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The banker creates a distinctive client experience, handles standardized and complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. The role also participates in Truist Retail Community Bank Leadership Routines, completes ongoing product and sales training, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. Work volume is based on branch demands.
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 the personal-computer 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 for 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, conducting transactions, and uncovering client needs.
- Perform standardized and complex transactions, with assistance as necessary.
- Educate clients on ATMs, Online Banking, and Mobile Banking, along with other digital and self-service solutions.
- Support the team sales process through outbound client calls, reviewing client offers, identifying needs, and fulfilling or referring opportunities.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Attend sales, service, product-knowledge meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies, and remain informed about policy and procedure changes.
- 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 full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
- Additional incentive pay
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
