Universal Banker - Takoma Park

Truist Bank•Takoma Park, MD

16h•Onsite

About The Position

The Universal Banker position involves completing client transactions efficiently and accurately, while also identifying and understanding client financial needs to deliver superior service. This role requires cross-training to support sales and service activities, with a focus on outbound calling and assisting with Integrated Relationship Management (IRM) activities. The goal is to provide a distinctive client experience, educate clients on digital solutions, and support the team's sales process through client outreach and needs identification. The position also emphasizes understanding IRM for seamless delivery of expertise and solutions, participating in leadership routines, and committing to continuous learning of products and services. Adherence to internal controls, operational procedures, and risk management policies is crucial. The Universal Banker also 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, and conducting complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
Support 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 ensure seamless delivery of expertise and solutions.
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 all applicable training classes and web-based learning.
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 to clients and prospects.