Universal Banker- Falmouth

Truist • Falmouth, KY

5d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-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).

The banker engages clients in courteous conversation, conducts standardized and complex transactions, and educates clients about digital and self-service banking options. The role supports the branch sales process through client outreach, offer checks, need identification, and referrals. It also participates in Truist Retail Community Bank Leadership Routines, ongoing training, and product knowledge development; follows operational controls and risk policies; and 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 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.
• Ability to travel as needed 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 and completion of standardized and complex transactions, obtaining assistance as needed.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through outbound client calls, checking for client offers, identifying needs, fulfilling them, or referring clients to appropriate branch staff or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk management policies; stay current on policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle work in proportion to branch demand.

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 employment status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, possible 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