Universal Banker - Greensboro & Alamance Cty Area- Burlington Main Saturday Required

Truist•Burlington, NC

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. The banker is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The position provides a distinctive client experience through courteous engagement and completion of standardized and more complex transactions, with assistance as needed. It also educates clients on digital and self-service banking solutions, supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and training, follows internal controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The role is listed as regular and requires English fluency. The listed work shift is first shift. The position covers the Greensboro and Alamance County area, with Saturday required at Burlington Main.

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 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 products.
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, conversation, and completion of complex and standardized transactions; perform more complex transactions with assistance as necessary.
Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
Support the team sales process through outbound client calls, checking for client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to help 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 classes 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, offer applicable products and services, and handle a proportionate workload 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.