Universal Banker (Saturday Required) - NCE Tri County Area

Truist • Wake Forest, NC

7d • Onsite

About The Position

The Universal Banker position is a regular, full-time role that requires English fluency and involves working the 1st shift. This role focuses on providing excellent client service by efficiently completing transactions, accurately maintaining records, and handling money. A key aspect of the job is identifying and understanding clients' financial needs to offer appropriate solutions. The Universal Banker will also be cross-trained to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position requires adherence to internal controls, operational procedures, and risk management policies, as well as continuous learning to stay informed about product knowledge and policy changes. The role also involves opening new accounts and resolving client issues, acting as a secondary contact for these functions.

Requirements

• High school diploma or equivalent education
• Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with 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 with sourcing and prospecting for new clients and client relationship building
• General understanding of bank operations, policies and procedures

Responsibilities

• Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs.
• Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
• Support the team's sales process through outbound calls, checking for client offers, and identifying needs or opportunities.
• Understand and apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge through meetings, training classes, and web-based learning.
• Adhere to internal controls, operational procedures, and risk management policies, ensuring compliance with current guidelines.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
• Handle a proportionate volume of work based on branch demands.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment
• 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED