Universal Banker (Saturday Required) - Camp Springs
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 high-quality service by identifying and understanding clients’ financial needs, and is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The position engages clients in courteous conversations, completes standardized and more complex transactions (with assistance as needed), and helps clients use ATMs, online banking, and mobile banking. It supports the branch sales process through client outreach, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate branch teammates or specialists. The Universal Banker also contributes to Truist Retail Community Bank Leadership Routines, continues product and sales learning, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. Work volume is based on branch demands.
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 willingness 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 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
- Provide a distinctive, consistent client experience through courteous engagement and completion of standardized and complex transactions; seek assistance for complex transactions as needed.
- Educate clients about ATMs, online banking, mobile banking, and other digital or self-service solutions.
- Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, and meeting or referring clients’ needs.
- Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
- Participate in Truist Retail Community Bank Leadership Routines.
- Advance product and client-service knowledge by attending sales, service, and product meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk management policies; stay current on policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
- Handle a proportionate volume of work 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 in the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Additional incentive pay
- May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
