About The Position

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.

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 the 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 needed for temporary staffing needs, including temporary assignments or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
  • English language 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 client experience through courteous conversation and completion of standardized and complex transactions, uncovering client needs in the process.
  • Educate clients about ATMs, online banking, and mobile banking and other digital, self-service solutions.
  • Support team sales activities through outbound calls, reviewing client offers, identifying needs or opportunities, fulfilling needs, and referring clients to appropriate branch team members or specialists.
  • Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Build 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; stay informed of policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
  • Handle a proportionate volume of work based on branch demands.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • 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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