Universal Banker - Fuquay-Varina
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 a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients in courteous conversations, completes standardized and more complex transactions, and helps clients use digital and self-service banking options. The position supports team sales and client outreach, helps identify client needs and opportunities, and refers clients to appropriate branch teammates or specialists. It also serves as a secondary contact for new account openings and problem resolution, while following operational controls, procedures, and risk-management policies. The role participates in Truist Retail Community Bank Leadership Routines and attends applicable sales, service, product-knowledge, and other training. The position may require travel to meet temporary staffing needs and may involve 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, 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 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.
- English fluency is required.
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 promptly and efficiently, maintain accurate records, and properly handle assigned monies.
- Provide a distinctive, consistent client experience through courteous engagement and completion of standardized and complex transactions; uncover client needs and seek assistance with complex transactions as needed.
- Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
- Support team sales through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and 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 and applicable training and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies; stay informed about policy and procedure changes to ensure compliance.
- Serve as a secondary contact for new account openings and problem resolution, offering relevant products and services to clients and prospects.
- Handle a proportionate volume of work based on branch demands.
- 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 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, eligibility may also include a defined benefit pension plan, restricted stock units, and/or a 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
