Universal Banker- Northern Kentucky Area

Truist Bank • Lakeside Park, KY

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

The position engages clients in courteous conversations, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking solutions. It supports client outreach and sales processes, refers clients to appropriate team members or specialists, participates in Truist Retail Community Bank Leadership Routines and training, and follows internal controls, operational procedures, and risk management policies. It also serves as a secondary contact for new account openings and problem resolution.

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 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, needs discovery, and completion of standardized and complex transactions.
• Educate clients on ATMs, online banking, and mobile banking.
• Support the team sales process through outbound calls, checking client offers, identifying client needs, fulfilling needs, and making referrals to branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
• 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, offering applicable products and services to clients and prospects.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED