Universal Banker- Waugh Chapel

Truist Bank • Gambrills, MD

7d • Onsite

About The Position

The Universal Banker position is a regular, full-time role focused on providing exceptional client service and efficient transaction completion. This role involves understanding client financial needs, educating them on digital banking solutions, and supporting sales activities through outbound calling and relationship management. The Universal Banker will also participate in leadership routines, continuously enhance product knowledge, adhere to operational policies, and serve as a secondary contact for new account openings and problem resolution. The position requires cross-training to support both sales and service functions, with a focus on assisting with outbound calling and Integrated Relationship Management (IRM) activities.

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's sales process through outbound calls, checking for client offers, and identifying needs or opportunities.
• Understand and apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge through training and meetings.
• 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.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (potential, depending on position and division)
• Restricted stock units (potential, depending on position and division)
• Deferred compensation plan (potential, depending on position and division)

What This Job Offers

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