Universal Banker (Saturday Required) - NCE Tri-County Area

Truist Bank•Smithfield, NC

28d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker provides a distinctive client experience, conducts standardized and complex transactions, educates clients about digital and self-service banking, and supports outreach and sales processes. The role also participates in Truist Retail Community Bank Leadership Routines and applicable training, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. The position requires working Saturdays, weekends and/or extended hours, and travel to accommodate temporary staffing needs; occasional travel and overnight stays may be included.

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 needed for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel as required 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.
English language fluency is required.

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 engagement, conducting standardized and complex transactions, and uncovering client needs; perform complex transactions with assistance as needed.
Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
Support the team sales process by making outbound calls, checking for client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
Understand and support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
Participate in all components of established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
Follow internal controls, operational procedures, and risk-management policies; stay informed about policy and procedure changes to ensure compliance.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate volume of work based on branch demands.
Complete client transactions accurately and efficiently, maintain accurate records, and properly handle assigned monies.

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 in 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 deferred compensation plan, depending on position and division