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

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 learn 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.
  • Ability to travel as needed 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.

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, standardized and complex transactions, and identifying client needs; complete more complex transactions with assistance as needed.
  • Educate clients about digital and self-service banking options, including ATMs, Online Banking, and Mobile Banking.
  • Support the team sales process by making outbound calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate branch team members or specialists.
  • Use Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Develop 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 informed about 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 workload 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
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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