Universal Banker - Baldwin Park

Truist Bank•Orlando, FL

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 focus on outbound calling and Integrated Relationship Management (IRM). The position provides a distinctive, consistent client experience through courteous engagement and the completion of standardized and complex transactions, with assistance as needed. It educates clients about digital and self-service banking solutions, supports client outreach and sales activities, participates in Truist Retail Community Bank Leadership Routines and ongoing training, and follows operational controls and risk-management policies. The Universal Banker also serves as a secondary contact for new account openings and problem resolution, offering appropriate products and services according to branch needs.

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 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 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 consistent, distinctive client experience through courteous engagement, conversation, and completion of standardized and complex transactions; perform more complex transactions with assistance as necessary.
Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support team sales processes through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Understand and support Integrated Relationship Management (IRM) to 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 meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk-management policies, and stay informed about 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 job may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.