Universal Banker – Southeast Atlanta Area – Fayette County – Saturday Required

Truist Bank • Peachtree City, GA

5d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. 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) activities.

The banker engages clients in courteous conversation, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role also supports outreach and sales, refers clients to appropriate branch team members or specialists, contributes to Truist Retail Community Bank Leadership Routines, and serves as a secondary contact for new account openings and problem resolution. The position requires adherence to operational controls, procedures, and risk management policies, as well as ongoing learning about products, services, and procedures.

This is a regular position with a first-shift schedule. Weekend and/or extended hours may be required, and occasional travel and overnight stays may be included. The posting title specifies that Saturday is required. The role is in the Southeast Atlanta Area, Fayette County.

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 PC 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 and completion of standardized and complex transactions, requesting assistance when necessary.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying client needs, fulfilling needs, and referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their 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 and applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes to ensure compliance.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
• Maintain accurate records and properly handle assigned monies.
• Handle a proportionate volume of work based on 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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