Universal Banker (Saturday Required) - West CPA
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 a particular focus on outbound calling and Integrated Relationship Management (IRM). The position 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. It supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines, and advances product knowledge through meetings and training. The role also follows operational controls and risk policies and serves as a secondary contact for new account openings and problem resolution. Saturday work is required, and the role may require work on other weekends or extended hours 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.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
- Ability to travel as required 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 and consistent client experience through courteous engagement, client-needs discovery, and completion of standardized and complex transactions.
- Educate clients about ATMs, online banking, and mobile banking.
- Participate in client outreach, including outbound calls; check for client offers, identify needs and opportunities, fulfill needs, or refer clients to appropriate team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Attend sales, service, product-knowledge, and other applicable training meetings and classes, including web-based learning.
- Follow internal controls, operational procedures, and risk-management policies, and stay informed of policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle work proportionate to branch demand.
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 according to hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, possible eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
