Universal Banker - Willow St Saturdays Required
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 engages clients in courteous conversations, completes standardized and more complex transactions (seeking assistance as needed), and educates clients about digital and self-service banking options. The role also supports client outreach and sales, refers needs to appropriate branch teammates or specialists, participates in branch leadership routines and training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and issue resolution.
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.
- 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
- Provide a distinctive client experience through courteous engagement, needs discovery, and completion of standardized and complex transactions.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales activities through outbound client calls, checking for client offers, identifying needs, fulfilling needs, and making referrals.
- Apply Integrated Relationship Management (IRM) to deliver appropriate expertise and solutions for clients.
- Participate in Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge through meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, risk management policies, and current compliance guidelines.
- Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services.
- Handle a proportionate volume of work based on branch demands.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a 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
