Universal Banker - 20 hr - South Tampa

Truist Bank•Tampa, FL

1d•Onsite

About The Position

The Universal Banker position is a regular, full-time role requiring English fluency and involves providing timely and efficient client transactions while maintaining accurate records and proper money handling. The role emphasizes delivering superior client service, identifying client financial needs, and supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position also involves educating clients on digital self-service solutions and participating in team sales processes and leadership routines. Continuous learning of products and policies is expected, along with adherence to internal controls and risk management policies. The Universal Banker serves as a secondary contact for new account openings and problem resolution.

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
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 conversation, conducting transactions, and uncovering needs.
Educate clients on digital, self-service solutions (ATMs, Online, Mobile banking).
Support team sales process through outbound calls, checking client offers, and identifying needs or opportunities.
Understand and apply Integrated Relationship Management (IRM) principles.
Participate in established Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge through meetings and training.
Adhere to internal controls, operational procedures, and risk management policies.
Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.