About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about ATM, online, and mobile banking options. The role also supports client outreach and sales processes, refers clients to appropriate branch team members or specialists, participates in Truist retail leadership routines and training, and follows internal controls, operational procedures, and risk management policies. The banker serves as a secondary contact for new account openings and problem resolution. This is a regular position with a first-shift schedule. Weekend and/or extended hours may be required. The annual base salary is $45,760–$52,500, with additional incentive pay available. Eligible regular teammates working 20 or more hours per week may receive benefits, subject to plan and position eligibility.

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 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 to accommodate temporary staffing needs, including temporary assignment or location 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

  • Provide a distinctive and consistent client experience through courteous engagement and by conducting standardized and complex transactions.
  • Maintain accurate records and properly handle all assigned funds.
  • Educate clients about ATMs, online banking, and mobile banking.
  • Support sales activities through outbound client calls, checking for client offers, identifying needs, and fulfilling or referring those needs.
  • Apply Integrated Relationship Management practices to connect clients with relevant Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Attend sales, service, and product knowledge meetings and applicable training.
  • 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 as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • Potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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