Universal Banker PT/ 20HR – West Broward (DeNovo)

Truist•Plantation, FL

3d•Onsite

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 quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM). The position also supports new account openings and problem resolution as a secondary contact, handling a volume of work appropriate to branch demand.

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 with basic computer applications, such as Microsoft Office products.
Ability to travel 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

Provide a distinctive client experience through courteous conversation and accurate handling of standardized and more complex transactions, seeking assistance as needed.
Educate clients about digital and self-service banking solutions, including ATMs, Online Banking, and Mobile Banking.
Support sales efforts by making outbound calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate teammates or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with relevant 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, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk management policies, and stay current on policy and procedure changes.
Serve as a secondary contact for new account openings and issue resolution, and offer applicable products and services to clients and prospects.

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