Universal Banker - Manokeek

Truist Bank•Accokeek, MD

17d

About The Position

The Universal Banker provides timely, efficient, and accurate client transactions, handles assigned funds properly, and delivers high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The position offers clients a distinctive, consistent service experience through courteous engagement, standardized and more complex transactions, and assistance identifying their needs. The banker educates clients about digital and self-service banking options, participates in client outreach and sales processes, and refers clients to appropriate branch team members or specialists when needed. The role also supports new account openings and problem resolution, participates in leadership routines and ongoing training, and follows operational, risk-management, and internal-control procedures. The stated annual base salary range is $45,760–$54,500, with additional incentive pay available. Eligible regular teammates working 20 or more hours per week may receive benefits, subject to plan and division eligibility. Benefits described include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays. Depending on the position and division, pension, restricted stock units, and/or deferred compensation may also be available.

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 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 as needed 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, consistent client experience through courteous conversation and client engagement; conduct standardized and complex transactions, seeking assistance as necessary.
Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
Support the team sales process by making outbound calls, checking client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
Use Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions suited to clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Develop individual and product knowledge by attending sales, service, and product meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk-management policies; 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 insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
Vacation days
Sick days
Paid holidays
Possible defined benefit pension plan, restricted stock units, and/or deferred compensation, depending on position and division