Universal Banker - W MD/W BROWARD Area
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 quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with an emphasis on outbound calling and Integrated Relationship Management (IRM). The banker engages clients, performs 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, contributes to branch leadership routines and ongoing learning, follows operational controls and risk policies, and serves as a secondary contact for new account openings and issue 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 and a desire to interact with clients and prospects.
- Ability to master the PC keyboard and software skills required for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office.
- 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, conversation, and completion of standardized and complex transactions.
- Educate clients about ATMs, online banking, and mobile banking.
- Support the team sales process through outbound client calls, checking client offers, identifying needs, fulfilling them, or referring clients to appropriate branch colleagues or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
- Participate in Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge by attending sales, service, and product meetings and required training and web-based learning.
- Follow internal controls, operating procedures, and risk management policies, and stay informed about 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.
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
- Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
