Universal Banker - San Antonio Medical Center

Truist Bank • San Antonio, TX

7d

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 service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The position engages clients in courteous conversations, completes standardized and more complex transactions with assistance as necessary, and educates clients about digital and self-service banking options. It supports client outreach, recognizes client needs and opportunities, and either fulfills those needs or refers clients to appropriate branch team members or specialists. The role also serves as a secondary contact for new account openings and problem resolution, while following operational controls, procedures, and risk management policies.

The job requires English fluency. It is a regular position on the first shift. Weekend or extended-hours work may be required, and occasional travel and overnight stays may be included. Travel to accommodate temporary staffing needs, including temporary assignment or locale changes, is required as needed.

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 the 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 software products.
• Ability to travel as required 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.
• English language fluency.

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 and completion of standardized and complex transactions, with assistance as needed.
• Educate clients on digital and self-service banking solutions, including ATMs, online banking, and mobile banking.
• Support the team sales process by making outbound calls, checking client offers, identifying client needs or opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance 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; stay informed of policy and procedure changes to ensure compliance.
• 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.
• Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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

What This Job Offers

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