Universal Banker - South Weston

Truist • Davie, FL

4d

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 high-quality service by identifying and understanding clients’ financial needs. The banker is cross-trained to support sales and service activities, with particular focus on outbound client calls and Integrated Relationship Management (IRM) activities.

The position engages clients in courteous conversations, conducts standardized and complex transactions, and helps clients use digital and self-service banking solutions. It also supports outreach and sales processes, refers clients to appropriate team members or specialists, and serves as a secondary contact for new account openings and problem resolution. The role follows operational controls, procedures, risk-management policies, and applicable training requirements. Work may require travel to accommodate temporary staffing needs, weekend or extended hours, 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 and 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 needs, including temporary assignments 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, consistent client experience through courteous engagement and completion of standardized and complex transactions; seek assistance for more complex transactions as needed.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales activities through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
• Participate in 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; stay informed about policy and procedure changes to maintain compliance.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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