Universal Banker - East Hillsborough Wesley Chapel Southern

Truist • Riverview, FL

1d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM). The banker handles complex and standardized transactions, educates clients about digital and self-service banking, supports client outreach and referrals, and serves as a secondary contact for new account openings and problem resolution. The role also requires adherence to operational controls, procedures, and risk management policies, and participation in training and Truist Retail Community Bank Leadership Routines.

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.
• Demonstrated proficiency with basic computer applications, such as Microsoft Office software 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.

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 conversation, needs discovery, and completion of complex and standardized transactions; seek assistance as needed for more complex transactions.
• Educate clients on ATMs, online banking, and mobile banking and other digital self-service solutions.
• Participate in client outreach through outbound calls, check for client offers, identify client needs or opportunities, address needs, or refer clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to deliver relevant Truist expertise and solutions for clients’ needs.
• Participate in all components of 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; stay informed of policy and procedure changes to ensure compliance.
• 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.
• Maintain accurate transaction records and properly handle assigned monies.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and disability insurance.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation during 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, eligibility 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