Universal Banker - Tallahassee Financial Center

Truist Bank • Tallahassee, FL

49d • Onsite

About The Position

The Universal Banker position at the Tallahassee Financial Center is a regular, full-time role requiring English fluency. This position focuses on providing excellent client service by efficiently completing transactions, understanding client financial needs, and supporting sales activities. The role involves cross-training to assist with outbound calling and Integrated Relationship Management (IRM) activities, aiming to deliver Truist expertise and solutions seamlessly to clients.

Requirements

• High school diploma or equivalent education
• Two years of teller or 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 (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with 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 with sourcing and prospecting for new clients and client relationship building
• General understanding of bank operations, policies and procedures

Responsibilities

• Provide a distinctive client experience by engaging clients, facilitating conversation, conducting complex and standardized transactions, and uncovering client needs.
• Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
• Support the team sales process through outbound calls, checking for client offers, identifying needs, and referring clients to appropriate specialists.
• Understand and apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge through meetings, training classes, and web-based learning.
• Adhere to internal controls, operational procedures, and risk management policies, staying informed of changes.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

What This Job Offers

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