Universal Banker - Cureton Saturday Required

Truist Bank • Waxhaw, NC

6d

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 particular emphasis on outbound calling and Integrated Relationship Management (IRM).

The banker engages clients in courteous conversations, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and sales, participates in Truist Retail Community Bank Leadership Routines and training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The position is regular and requires Saturday work, with the ability to work weekends and/or extended hours and travel as needed.

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 needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel for 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.
• English fluency.

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 and consistent client experience through courteous engagement, transaction processing, and identifying client needs.
• Educate clients about ATMs, online banking, and mobile banking.
• Support the team sales process through outbound calls, checking client offers, identifying needs, and fulfilling or referring opportunities.
• Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance product and individual knowledge by attending meetings, training classes, and web-based learning.
• Follow internal controls, operational procedures, and risk management policies, and stay current on policy changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
• 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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, possible defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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