Universal Banker - Greensboro & Alamance Cty Area- Burlington Main Saturday Required

Truist Bank • Burlington, NC

4d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality client 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 position engages clients in courteous conversations, conducts standardized and complex transactions, educates clients about digital and self-service banking options, and supports client outreach and referrals. It also assists with new account openings and problem resolution, follows operational and risk-management procedures, and participates in branch leadership routines, meetings, and training. Travel to accommodate temporary staffing needs may be required.

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 PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• 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, seeking assistance when needed.
• Educate clients about ATMs, online banking, and mobile banking to improve convenience and service.
• Support the team sales process by making outbound calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and making referrals to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance product and individual 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 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