Universal Banker - W MD/W BROWARD Area Pines at Paraiso

Truist Bank • Pembroke Pines, FL

4d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM).

The position engages clients in courteous conversations, completes standardized and more complex transactions, educates clients about digital and self-service banking solutions, and supports client outreach and referrals. It also contributes to branch routines and training, follows operational and risk-management policies, and serves as a secondary contact for new account openings and problem resolution.

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 products.
• Ability to travel as needed for 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, needs discovery, and completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales by conducting outbound client calls, checking client offers, identifying needs, fulfilling them when appropriate, and referring clients to branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demands.
• Maintain accurate records and properly handle assigned monies.

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, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan may be available

What This Job Offers

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