Universal Banker - North Hamilton

Truist • Williamston, SC

4d

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 service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a focus on outbound client calling and Integrated Relationship Management (IRM). The position also supports new account openings and problem resolution as a secondary contact and handles a proportionate workload based on branch demands.

The role requires participation in Truist Retail Community Bank Leadership Routines, ongoing sales, service and product training, and adherence to internal controls, operational procedures and risk management policies. The employee may need to travel to meet temporary staffing needs, work weekends or extended hours, and occasionally travel overnight.

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 and 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
• 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.

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 and completion of standardized and complex transactions, seeking assistance with more complex transactions as needed.
• Educate clients about digital and self-service solutions, including ATMs and online and mobile banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management principles to deliver Truist expertise and solutions for clients’ needs.
• Participate in all components of the established Truist Retail Community Bank Leadership Routines.
• Advance individual and product knowledge by attending sales, service and product knowledge meetings and applicable training 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, offering applicable products and services to clients and prospects.

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, eligibility for a defined benefit pension plan, restricted stock units and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED