Universal Banker - North Dekalb

Truist Bank • Decatur, GA

6d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound client calls and Integrated Relationship Management (IRM) activities.

The banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and helps clients use digital and self-service banking options. The role also supports client outreach, identifies needs and opportunities, and fulfills or refers clients to appropriate branch staff or specialists. Additional responsibilities include participating in branch leadership routines and training, following operational and risk policies, and serving as a secondary contact for new account openings and problem resolution.

This is a regular position requiring English fluency and a first-shift schedule. Weekend or extended-hour work may be required, and occasional travel, including overnights, may be involved. The employee may need to travel for temporary staffing needs, including temporary assignment or location changes.

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 products.
• Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location changes.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
• English 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, consistent client experience through courteous engagement and by conducting standardized and complex transactions; obtain assistance for complex transactions as necessary.
• Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
• Support sales activities through outbound calls, checking for client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
• Participate in established 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 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.

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, 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
• Education Level: High school or GED