Universal Banker - FLOAT - Southern Central Area

Truist Bank

2d•Onsite

About The Position

Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader. This role involves providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. The Universal Banker will deliver superior quality service, identifying and understanding the client’s financial needs, and will be cross-trained to support sales and service activities as needed. The position requires providing a distinctive client experience, educating clients on digital self-service solutions, supporting the team with client servicing calls and offers, and participating in established Truist Retail Community Bank Leadership Routines. A commitment to advancing knowledge through training and adherence to internal controls, operational procedures, and risk management policies are essential. The role serves as a point of contact for account maintenance, problem resolution, and identifying solutions and services. Float Universal Bankers are assigned to a home branch but will support multiple branches within their designated coverage area, with schedules provided in advance but subject to change based on staffing needs. Direction will be received from the Branch Leader of the location being supported.

Requirements

High school diploma or equivalent education
Proven and consistent proficiency in teller or cash handling or client service skills
Good interpersonal and communication skills, including a desire to interact with clients and prospects
Ability to use office equipment and perform basic mathematical functions
Willing and able to follow written and verbal instructions and work under established guidelines
Demonstrated ability to deliver excellent client service and provide team support
Availability to work Saturdays and/or extended hours

Nice To Haves

Demonstrated ability to uncover referral opportunities
Knowledge of advanced or complex branch transactions
Demonstrated ability to handle multiple priorities under time constraints
General understanding of bank operations, policies, and procedures

Responsibilities

Provides a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
Performs more complex transactions with assistance as necessary.
Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
Adheres to internal controls, operational procedures, and risk management policies.
Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area.
Schedules will be provided in advance but may change based on staffing needs.
Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.