Universal Banker - Enterprise Road

Truist Bank • Orange City, FL

9d • Onsite

About The Position

The Universal Banker position is a regular, full-time role that requires English fluency and involves working the 1st shift. This role focuses on providing timely and efficient client transactions while maintaining accurate records and handling money properly. The Universal Banker will deliver superior client service, identify client financial needs, and be cross-trained to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) activities.

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, conducting complex and standardized transactions, and uncovering client needs.
• Educate clients on digital, self-service solutions (ATMs, Online, Mobile banking) to enhance their service experience.
• Support the team sales process through outbound calls, checking for client offers, identifying client needs or opportunities, and referring clients to appropriate specialists.
• Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for client needs.
• Participate fully in established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, and applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures, and risk management policies, staying informed of all policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days (no less than 10 days, prorated)
• Sick days (10 days, prorated)
• Paid holidays
• Defined benefit pension plan (potential, depending on position and division)
• Restricted stock units (potential, depending on position and division)
• Deferred compensation plan (potential, depending on position and division)

What This Job Offers

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