Universal Banker (Saturday Required) - Kenhorst Branch
About The Position
The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers high-quality client 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 banker engages clients in courteous conversation, handles standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and sales, refers clients to appropriate team members or specialists, participates in Truist Retail Community Bank Leadership Routines and training, and follows operational controls, procedures, and risk policies. It also serves as a secondary contact for new account openings and problem resolution. The position is at the Kenhorst Branch and requires Saturday availability.
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 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 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.
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 and completion of standardized and complex transactions, seeking assistance when needed.
- Educate clients about ATMs, Online Banking, and Mobile Banking and other digital self-service solutions.
- Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling or referring those needs.
- Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge through meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk management policies, and 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 work in proportion to 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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- 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
