Universal Banker - Sarasota Manatee Area

Truist Bank • South Gate, CA

2d

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 quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM) activities.

The 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, follows operational and risk-management policies, participates in Truist Retail Community Bank Leadership Routines, and builds product knowledge through meetings and training. It also serves as a secondary contact for new account openings and problem resolution, with workload varying according to branch needs.

This is a regular position requiring English fluency. The role may require travel to accommodate temporary staffing needs, including temporary assignment or locale changes. Weekend or extended-hours work may be required, and occasional travel with overnight stays may be included.

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 products.
• Ability to travel as needed to accommodate 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.

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

• Complete client transactions promptly and efficiently, maintain accurate records, and properly handle assigned funds.
• Deliver a distinctive, courteous client experience by conducting standardized and complex transactions and identifying client needs.
• Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
• Support team sales activities through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Develop 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, and stay informed about 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, dental, and vision insurance.
• Life insurance and disability coverage.
• 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.

What This Job Offers

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