Universal Banker- Ronceverte
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. 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). The position engages clients through courteous conversation, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports client outreach, identifies needs and opportunities, fulfills needs or refers clients to appropriate team members or specialists, and serves as a secondary contact for new account openings and problem resolution. The role also follows branch leadership routines, builds product knowledge, and adheres to operational controls and risk-management policies.
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 PC 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 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
- Provide a distinctive and consistent client experience through courteous engagement, conversation, and completion of standardized and complex transactions.
- Educate clients about ATMs, online banking, and mobile banking.
- Support team sales activities through outbound client calls, checking for client offers, and identifying needs or opportunities.
- Fulfill client needs or refer clients to appropriate branch team members or specialists.
- Support Integrated Relationship Management (IRM) and delivery of solutions tailored to clients’ needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge by attending sales, service, and product 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, 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, defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
