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 client service by identifying and understanding financial needs, and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients through courteous conversations, completes standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. The position supports client outreach, referrals, new account openings, and problem resolution while adhering to operational procedures, internal controls, and risk management policies. The role also includes ongoing product and sales training and participation in Truist Retail Community Bank Leadership Routines. This is a regular position requiring first-shift availability and the ability to work weekends and/or extended hours. The posted annual base salary is $45,760–$52,500, with additional incentive pay available. Eligible regular teammates working at least 20 hours per week may receive benefits, subject to the applicable plan and division.

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 necessary for branch automation.
  • Ability to multitask under time constraints.
  • Proficiency in basic computer applications, such as Microsoft Office products.
  • Ability to travel as required for temporary staffing needs, including temporary assignment or location 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 consistent, distinctive client experience through courteous engagement and completion of standardized and complex transactions.
  • Maintain accurate records and properly handle assigned funds.
  • Educate clients about digital and self-service solutions, including ATMs and online and mobile banking.
  • Support sales through client outreach, outbound calls, checking client offers, identifying needs, and fulfilling needs or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build 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 with policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
  • Handle a proportionate volume of work based on branch demands.
  • Travel as required to accommodate temporary staffing needs, including temporary assignment or location changes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • 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
  • Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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