Universal Banker - Albertville

Truist•Albertville, AL

10d

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 client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience through courteous interactions and completion of standardized and more complex transactions, educating clients about digital and self-service banking options, and supporting client outreach and sales processes. It also helps with new account openings and problem resolution, maintains knowledge of products and procedures, follows operational controls and risk policies, and participates in required leadership routines, meetings, and training. The role may require travel to accommodate temporary staffing needs, weekend or extended-hour work, and occasional overnight travel.

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 personal computer keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel as needed for temporary staffing requirements, 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 accurate records, and properly handle assigned monies.
Engage clients courteously, provide a consistent service experience, conduct standardized and complex transactions, and uncover client needs.
Educate clients on ATMs, online banking, and mobile banking and other digital self-service solutions.
Support the team sales process through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management principles to connect clients with relevant Truist expertise and solutions.
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 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 workload proportionate to 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
May be eligible, depending on position and division, for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan