Universal Banker (Saturday Required) - NCE Southeast Area

Truist Bank•Fayetteville, NC

31d

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, with a particular focus on outbound client calls and Integrated Relationship Management (IRM). The position also supports new account openings and problem resolution as a secondary contact, offering appropriate products and services and handling a share of the work based on branch demands. The Universal Banker works to provide a distinctive and consistent client experience, conducts standardized and more complex transactions (with assistance as necessary), and helps clients use digital and self-service banking options. The role participates in client outreach and team sales activities, ongoing training and leadership routines, and follows operational controls, procedures, and risk management policies. Weekend and/or extended-hour work is required as needed; the posting title specifies Saturday work.

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, including a desire to interact with clients and prospects.
Ability to master the PC keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to travel as needed to accommodate 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

Complete client transactions accurately and efficiently, maintain accurate records, and properly handle assigned monies.
Provide a distinctive client experience through courteous engagement, conversation, and identification of client needs; conduct standardized and complex transactions, seeking assistance as needed.
Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support team sales activities by making outbound calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on branch demands.

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
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division