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 high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). This is a regular, part-time position scheduled for 20 hours per week, with Saturday work required.

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.
  • 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.
  • English language fluency is required.

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, conversation, and completion of standardized and complex transactions; perform more complex transactions with assistance as needed.
  • Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
  • Support the team sales process by making outbound calls, checking client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions tailored to their needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
  • Follow internal controls, operational 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, offer applicable products and services, and handle a proportionate workload based on 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
  • Vacation days (at least 10 days in the first year, prorated)
  • Sick days (10 days, prorated)
  • Paid holidays
  • Additional incentive pay
  • Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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