Universal Banker (Sat Required) - Breckenridge Center
About The Position
The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM). The banker engages clients in courteous conversations, conducts standardized and complex transactions, educates clients about digital and self-service banking options, and supports outreach and sales efforts. The position also contributes to branch leadership routines, continued product and sales learning, risk controls, and operational compliance. It serves as a secondary contact for new account openings and problem resolution, with work volume based on 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 the personal computer keyboard and software skills necessary for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office 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 distinctive client experience through courteous engagement, uncovering client needs, and conducting standardized and complex transactions; perform more complex transactions with assistance as needed.
- Educate clients about ATMs, Online Banking, and Mobile Banking to make banking easier and improve their service experience.
- Support the team sales process by making outbound calls, checking client offers, identifying client needs or opportunities, fulfilling needs, or referring clients to appropriate branch teammates 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 knowledge 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, dental, and vision insurance.
- Life insurance and 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 is available.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
