R0120163 Universal Banker (Saturday Required) - NCE Southeast Area - Bordeaux

Truist Bank•Lumberton, NC

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with an emphasis on outbound calling and Integrated Relationship Management (IRM). The Universal Banker delivers a distinctive client experience through courteous conversations, standardized and complex transactions, and needs discovery. The role also helps clients use digital and self-service banking, supports outreach and sales processes, contributes to branch leadership routines and ongoing learning, follows operational and risk controls, and serves as a secondary contact for new account openings and problem resolution. The position is regular and requires Saturday work, with weekends and/or extended hours and occasional travel potentially required.

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 personal computer keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to travel as required for 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 client experience through courteous engagement, client conversations, needs discovery, and completion of standardized and complex transactions; obtain assistance for complex transactions as needed.
Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Build 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.
Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
Maintain accurate records and properly handle assigned funds.
Travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.

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 in 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