Universal Banker - Bonita Bay

Truist Bank • Bonita Springs, FL

5d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by understanding clients’ financial needs and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM).

The position provides a distinctive client experience through courteous engagement, completes standardized and more complex transactions, and educates clients about digital and self-service banking options. It supports client outreach and sales activities, participates in Truist Retail Community Bank Leadership Routines and required training, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution.

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 and 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.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel as needed 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 engagement, conversations, and completion of standardized and complex transactions.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales activities through outbound calls, checking client offers, identifying client needs, and fulfilling or referring those needs.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies, and stay current on policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle a volume of work proportionate to branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• Vacation: at least 10 days 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, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan may also be available

What This Job Offers

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