Universal Banker- Salisbury

Truist Bank•Salisbury, MD

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 client service by identifying and understanding financial needs. It is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The position engages clients, completes routine and more complex transactions, educates clients about digital and self-service banking, and supports outreach and referral activities. It also helps with new account openings and problem resolution, follows operational and risk controls, and participates in required training and Truist Retail Community Bank Leadership Routines. The role may require travel to accommodate temporary staffing needs, weekend or extended-hour work, and occasional overnight travel.

Requirements

High school diploma or equivalent education.
At least two years of teller, cash handling, or client service experience.
At least 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 necessary for branch automation.
Ability to multitask under time constraints.
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 language fluency is required.

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, conversation, and completion of complex and standardized transactions; uncover client needs and seek assistance for more complex transactions when needed.
Educate clients about ATMs and online and mobile banking solutions.
Support sales through client outreach and outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in 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 about policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services to clients and prospects.
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
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
Additional incentive pay is available