Universal Banker PT/20HR - Atlantic Blvd

Truist Bank • Pompano Beach, FL

4d • Onsite

About The Position

The Universal Banker PT/20HR position is a regular, full-time role that requires providing timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies. The role involves delivering superior quality service, identifying and understanding client financial needs, and supporting sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The position also involves educating clients on digital self-service solutions and participating in leadership routines and training to enhance product knowledge. Adherence to internal controls, operational procedures, and risk management policies is crucial. The Universal Banker serves as a secondary contact for new account openings and problem resolution, offering applicable products and services.

Requirements

• High school diploma or equivalent education
• Two years of teller or cash handling or client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
• General understanding of bank operations, policies and procedures

Responsibilities

• Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering client needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
• Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver expertise and solutions for clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
• Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.
• Handle proportionate volume of work based on branch demands.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED