Universal Banker (Saturdays Required) - Rockville Town Square

Truist Bank•Rockville, MD

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, particularly outbound calling and Integrated Relationship Management (IRM) activities. The banker engages clients in courteous conversation, completes standardized and more complex transactions, and helps clients use digital and self-service banking options. The role supports client outreach and sales, identifies needs and opportunities, and fulfills or refers clients to appropriate branch team members or specialists. It also supports new account openings and problem resolution, while following operational controls, procedures, and risk-management policies. This position requires Saturday work. The posting specifies first shift and notes that weekend or extended hours may be required, with occasional travel and overnight stays. The annual base salary is $45,760–$54,500, with additional incentive pay available.

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 software.
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 and consistent client experience through courteous engagement and completion of standardized and complex transactions.
Educate clients about 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, and fulfilling or referring opportunities.
Apply Integrated Relationship Management practices to connect clients with appropriate expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Advance product and individual knowledge by attending sales, service, and product meetings and completing applicable training.
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, 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 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