Universal Banker - Pigeon Forge

Truist Bank•South River, TN

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 client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position engages clients in courteous conversations, completes standardized and more complex transactions, educates clients about digital and self-service banking options, and supports outreach and referrals. It also serves as a secondary contact for new account openings and problem resolution. The banker follows operational controls, procedures, and risk-management policies and participates in required team routines, meetings, and training.

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 PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
  • Ability to travel as needed for 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 engagement, conducting standardized and complex transactions, and identifying client needs.
  • Educate clients on ATMs, online banking, mobile banking, and other digital self-service solutions.
  • Support team sales efforts through outbound calls, reviewing client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance individual and product knowledge by attending sales, service, and product knowledge meetings and completing applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk-management policies; stay informed about policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
  • 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 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
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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