Universal Banker- Lexington Kentucky Area

Truist Bank • Lexington, KY

2d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and handles assigned funds properly. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound client calling and Integrated Relationship Management (IRM) activities.

The position provides a distinctive client experience through courteous engagement, performs standardized and more complex transactions, and educates clients about digital and self-service banking options. It supports client outreach and sales processes, helps identify client needs and opportunities, follows operational and risk-management controls, and serves as a secondary contact for new account openings and problem resolution. The role also requires participation in established leadership routines and ongoing product, sales, and service training.

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 products.
• Ability to travel as needed to accommodate temporary staffing requirements, including temporary assignment or location 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, conversation, and completion of standardized and complex transactions, seeking assistance when needed.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales activities by making outbound calls, checking client offers, identifying needs or opportunities, and fulfilling or referring those needs to appropriate branch staff or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product meetings and completing required training and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services to clients and prospects.
• 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 first-year vacation, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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