Universal Banker - San Antonio Medical Center

Truist • San Antonio, TX

8d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM). This position also supports new account openings and problem resolution as a secondary contact, handling a volume of work appropriate to branch demand. Other duties may be assigned, and specific activities may change over time.

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 willingness to interact with clients and prospects.
• Ability to learn and use the PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency with basic computer applications, such as Microsoft Office products.
• 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.

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 conversation; conduct standardized and complex transactions, seeking assistance for more complex transactions as needed.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales efforts by making outbound calls, checking for client offers, identifying client needs or opportunities, fulfilling needs, and 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 Truist Retail Community Bank Leadership Routines.
• Develop 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 current with policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
• Maintain accurate records and handle assigned monies properly.
• 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 a 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