Universal Banker (Saturday Required) - Olney

Truist•Olney, MD

22h•$45,760 - $54,500

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 quality client service by identifying and understanding financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience, handles standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports client outreach and sales, refers clients to appropriate teammates or specialists, follows Truist Retail Community Bank routines, develops product knowledge, and adheres to operational controls, procedures, and risk policies. It also serves as a secondary contact for new account openings and problem resolution. The posting identifies the role as regular and specifies first shift. The position requires weekend and/or extended-hours availability and may require travel, including occasional overnight travel, as well as travel or temporary locale changes to meet staffing 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 and a desire to interact with clients and prospects.
Ability to learn and use PC keyboard and software skills required for branch automation.
Ability to multitask under time constraints.
Proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel to accommodate temporary staffing needs, including temporary assignments 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

Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned funds.
Deliver a distinctive, courteous client experience, conduct standardized and complex transactions, and identify client needs.
Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling or referring those needs.
Apply Integrated Relationship Management (IRM) to connect clients with appropriate expertise and solutions.
Participate in established Truist Retail Community Bank Leadership Routines.
Develop individual and product knowledge by attending meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk management policies, and stay current with policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle work in proportion to 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