Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. 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, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and relevant training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. This is a regular position on the first shift. Weekend and/or extended-hours work may be required, and the posting indicates Saturday is required. Temporary staffing assignments or locale changes, occasional travel, and overnight travel may also be required.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED