Universal Banker - Southside Plaza

Truist Bank • Sanford, NC

2d • Onsite

About The Position

The Universal Banker position involves providing timely and efficient client transactions while maintaining accurate records and proper handling of monies. The role requires delivering superior quality service by identifying and understanding client financial needs. This position is cross-trained to support sales and service activities, with a focus on assisting with outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker will provide a distinctive client experience, educate clients on digital solutions, support the team sales process through outbound calls, and understand the importance of IRM to deliver Truist expertise. They will participate in leadership routines, commit to advancing product knowledge, adhere to internal controls and risk management policies, and serve as a secondary contact for new account openings and problem resolution.

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 like ATMs, Online, and Mobile banking.
• Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
• Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions.
• 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, and applicable training.
• Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Paid vacation (no less than 10 days)
• Paid sick days (10 days)
• Paid holidays
• Defined benefit pension plan (potential, depending on position/division)
• Restricted stock units (potential, depending on position/division)
• Deferred compensation plan (potential, depending on position/division)

What This Job Offers

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