Universal Banker - North Palm Beach Area
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker engages clients in courteous conversation, conducts standardized and complex transactions, educates clients about digital and self-service banking solutions, and supports client outreach and referrals. The role also helps with new account openings and problem resolution, participates in branch leadership routines and training, and follows operational controls, procedures, and risk-management policies. Other duties may be assigned, and activities may change over time.
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 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 software.
- Ability to travel as needed 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 client experience through courteous engagement and consistent service, conducting standardized and complex transactions and uncovering client needs.
- Educate clients about ATMs, online banking, and mobile banking.
- Support the team sales process through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
- Apply Integrated Relationship Management (IRM) to deliver appropriate 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 and applicable training and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies, and stay current on policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload 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, possible 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
