Universal Banker - Coral Ridge

Truist Bank • Fort Lauderdale, FL

7d

About The Position

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

The banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and helps clients use digital and self-service banking options. The role supports client outreach and sales, refers needs to appropriate branch colleagues or specialists, and serves as a secondary contact for new account openings and problem resolution. It also requires participation in branch leadership routines and training, adherence to operational controls and risk-management policies, and the ability to travel when needed for temporary staffing assignments.

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.
• Ability to travel 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.
• English fluency required.

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 and completion of standardized and complex transactions, with assistance as needed.
• Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling or referring those needs.
• 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.
• Develop individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
• 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, offering appropriate products and services.
• Handle a proportionate volume of work based on branch demands.
• Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division

What This Job Offers

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