Universal Banker - Truist Place
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 service by identifying and understanding clients’ financial needs. It 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 complex transactions, and educates clients about digital and self-service banking options. The role supports client outreach, identifies opportunities, refers clients to appropriate team members or specialists, participates in branch leadership routines and training, and follows operational controls and risk-management policies. It also serves as a secondary contact for new account openings and problem resolution.
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 the PC keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office software 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.
- English language fluency is required.
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, completing standardized and complex transactions, and uncovering client needs.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or making referrals.
- Support Integrated Relationship Management (IRM) to deliver 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 with policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion 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 in 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, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
