Universal Banker - Houston - Bellaire

Truist•Bellaire, TX

6d•Onsite

About The Position

The Universal Banker position is a regular, full-time role that involves completing client transactions efficiently and accurately while providing superior customer service. The role requires identifying and understanding client financial needs, and supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position also involves educating clients on digital banking solutions and adhering to operational procedures and risk management policies.

Requirements

High school diploma or equivalent education
Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
General understanding of bank operations, policies and procedures

Responsibilities

Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs.
Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
Understand the importance of Integrated Relationship Management (IRM) to deliver expertise and solutions for client needs.
Participate fully in established Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge by attending meetings and training.
Adhere to internal controls, operational procedures, and risk management policies.
Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.