Universal Banker - San Antonio Medical Center

Truist Bank • Castle Hills, TX

8d

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 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 provides a distinctive client experience through courteous engagement and the handling of standardized and more complex transactions, with assistance as needed. It educates clients about digital and self-service banking options, supports client outreach and sales processes, and helps identify needs and refer clients to appropriate branch team members or specialists. The Universal Banker also participates in Truist Retail Community Bank Leadership Routines, develops product and sales knowledge through training, follows operational and risk controls, and serves as a secondary contact for new account openings and problem resolution.

This is a regular, first-shift position. The role may require weekend or extended hours, occasional travel and overnight stays, and travel or temporary locale changes to support staffing needs.

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.
• Proficiency in basic computer applications, such as Microsoft Office software 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

• Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned monies.
• Engage clients courteously, provide a consistent service experience, conduct standardized and complex transactions, and identify client needs.
• Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
• Support sales through client outreach and outbound calls, check for client offers, identify client needs or opportunities, and fulfill needs or make referrals to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build 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, and stay current with policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and 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
• Depending on position and division, possible defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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