The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality client service by understanding financial needs and is cross-trained to support sales and service activities, with a focus on outbound calls and Integrated Relationship Management (IRM). The position involves engaging clients, conducting standardized and complex transactions, educating clients about digital and self-service banking, participating in client outreach, identifying needs and referring clients to appropriate team members or specialists, and supporting new account openings and problem resolution. The banker also participates in Truist Retail Community Bank Leadership Routines, ongoing training, and applicable sales, service, and product knowledge meetings while following operational controls, procedures, and risk management policies.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED