Universal Banker - Mall of Georgia

Truist • Buford, GA

5d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. 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) activities.

The position provides a distinctive client experience through courteous engagement and completion of standardized and more complex transactions, with assistance as needed. It educates clients about digital and self-service banking solutions, supports client outreach and sales activities, participates in Truist Retail Community Bank Leadership Routines and ongoing training, and follows internal controls, operational procedures, and risk management policies. It also serves as a secondary contact for new account openings and problem resolution, offering relevant products and services and handling a proportionate workload 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, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software skills necessary for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office software 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

• Complete client transactions accurately and efficiently, maintain records, and properly handle assigned monies.
• Engage clients courteously, conduct standardized and complex transactions, and identify client needs.
• Educate clients on ATMs, online banking, and mobile banking.
• Support client outreach through outbound calls, check client offers, identify needs or opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists.
• Support Integrated Relationship Management (IRM) and delivery of relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Attend sales, service, product knowledge, and other applicable training meetings and classes, including web-based learning.
• Follow internal controls, operational procedures, and risk management policies; stay informed of 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 by hire date and full-time or part-time 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

What This Job Offers

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