Universal Banker - Central Broward Area North Andrews

Truist Bank • Oakland Park, FL

3d

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 high-quality service by understanding clients’ financial needs and is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM).

The banker engages clients in courteous conversations, completes standardized and more complex transactions (with assistance as needed), and educates clients about ATMs, online banking, and mobile banking. The role supports client outreach, identifies needs and opportunities, and fulfills those needs or refers clients to the appropriate branch team members or specialists. The banker also supports account openings and problem resolution, participates in retail leadership routines and training, and follows operational controls, procedures, 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 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 with basic computer applications, such as Microsoft Office products.
• Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location 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 and completion of standardized and complex transactions.
• Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
• Participate in client outreach, including outbound calls; check for client offers and identify needs or opportunities, addressing them or making appropriate referrals.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending sales, service, and product-knowledge meetings and applicable training.
• 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, offer applicable products and services, and handle a proportionate workload based on branch demand.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability coverage
• 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 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