Universal Banker - Manokeek
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 calling and Integrated Relationship Management (IRM). The banker engages clients in courteous conversations, completes standardized and more complex transactions, educates clients about digital and self-service banking options, and supports the team’s sales process through outreach and referrals. The role also participates in Truist Retail Community Bank Leadership Routines and ongoing training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution.
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 PC keyboard and software skills necessary for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- 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 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 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, completing standardized and complex transactions, and uncovering client needs.
- Educate clients about ATMs, online banking, and mobile banking.
- Support the team sales process through outbound calls, checking for client offers, identifying client needs, fulfilling those needs, or referring clients to the 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.
- Build 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, and stay informed of policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload 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
- Additional incentive pay is available
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
