Universal Banker - Pinellas Point
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 quality 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). The banker provides a distinctive client experience through courteous interactions and standardized or complex transactions, educating clients about digital and self-service banking options. The role supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and ongoing training, and follows internal controls, operational procedures, and risk management policies. The position also serves as a secondary contact for new account openings and problem resolution, offering applicable products and services according to branch 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 necessary for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office 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 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
- Complete client transactions efficiently and accurately, maintaining records and properly handling assigned funds.
- Engage clients courteously, conduct standardized and complex transactions, and uncover client needs; perform more complex transactions with assistance as needed.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales through outbound calls, checking for client offers, identifying client needs, fulfilling needs, and referring clients to appropriate branch teammates or specialists.
- Apply Integrated Relationship Management (IRM) to help deliver relevant Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Attend sales, service, and product knowledge meetings, training classes, and web-based learning to build individual and product knowledge.
- Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle a proportionate workload 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 the position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
