Universal Banker - Northern Alabama Area

Truist Bank • Huntsville, AL

1d

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 quality client service by identifying and understanding financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM).

The banker engages clients in courteous conversations, completes standard and complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. The role supports client outreach and sales, identifies needs and opportunities, and fulfills needs or refers clients to appropriate branch colleagues or specialists. It also supports new account openings and problem resolution as a secondary contact, while following operational controls, risk policies, and procedures.

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.
• Ability to travel as needed for temporary staffing needs, including temporary assignment or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnights 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, completing standardized and complex transactions, and uncovering client needs.
• Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
• Support sales through client outreach and outbound calls, checking for client offers, identifying client needs, and fulfilling or referring those needs.
• Use Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending meetings and completing applicable training and web-based learning.
• Follow internal controls, operational procedures, risk management policies, and current compliance guidelines.
• 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 needs.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation in 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, the role may also be eligible for 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