Universal Banker - Halifax Plantation

Truist • Ormond Beach, FL

4d • Onsite

About The Position

The Universal Banker position is a regular, full-time role requiring English fluency and a 1st shift work schedule. This role involves providing timely and efficient client transactions while maintaining accurate records and proper handling of monies. The Universal Banker will deliver superior quality service, identify and understand client financial needs, and be cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities.

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 courteous conversation, conducting complex and standardized transactions, and uncovering needs.
• Educate clients on digital, self-service solutions (ATMs, Online, Mobile banking) to enhance their service experience.
• Support the team sales process through client outreach via outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring to appropriate team members or specialists.
• Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions for client needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
• Handle 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 based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan (may be eligible depending on position and division)
• Restricted stock units (may be eligible depending on position and division)
• Deferred compensation plan (may be eligible depending on position and division)

What This Job Offers

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