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 a particular focus on outbound calling and Integrated Relationship Management (IRM). The position engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. It supports the team sales process through client outreach, checking for client offers, identifying needs, and fulfilling or referring those needs. The banker participates in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training; follows internal controls, operating procedures, and risk-management policies; and serves as a secondary contact for new account openings and problem resolution. The role handles a proportionate workload based on branch demand.

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 master the PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • 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.

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, accurate transactions, and needs discovery.
  • Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
  • Support sales efforts through outbound calls, checking client offers, identifying needs, and fulfilling or referring client opportunities.
  • Apply Integrated Relationship Management to connect clients with Truist expertise and solutions.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Attend sales, service, and product knowledge meetings and complete applicable training 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, and offer applicable products and services.

Benefits

  • Eligible teammates working 20 or more hours per week may receive medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • Accidental death and dismemberment coverage.
  • Tax-preferred savings accounts.
  • 401(k) plan.
  • At least 10 days of first-year vacation, prorated by hire date and full-time or part-time status.
  • 10 sick days, prorated.
  • Paid holidays.
  • Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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