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.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED