Universal Banker - Pasco Hernando Area

Truist Bank • Zephyrhills, FL

5d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM) activities. The position also serves as a secondary contact for new account openings and problem resolution, offering appropriate products and services to clients and prospects. Work volume is proportionate to 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, including a desire to interact with clients and prospects.
• Ability to master the PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel as needed to support temporary staffing needs, including temporary assignment or location 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

• Engage clients and provide a distinctive, consistent service experience through courteous conversation and standardized or complex transactions; perform more complex transactions with assistance as needed.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales processes through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management principles 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, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk management policies; stay current on policy and procedure changes to ensure compliance.
• Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
• Maintain accurate records and properly handle assigned monies.

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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• 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

What This Job Offers

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