Universal Banker (Saturday Required) - Pike Seven Plaza
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker supports clients with transactions, digital banking education, client outreach, product and service referrals, account openings, and problem resolution. The position also requires participation in branch leadership routines and ongoing learning, while following operational controls, procedures, and risk management policies. This position is based at Pike Seven Plaza and requires Saturday work.
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 personal computer 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 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.
- English language fluency is 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, conversation, and completion of complex and standardized transactions; perform more complex transactions with assistance as needed.
- Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
- Support the team sales process through client outreach and outbound calls, checking for client offers, identifying needs or 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, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes to maintain compliance.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate volume of work based on branch demands.
- Maintain accurate records and properly handle assigned monies.
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, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
