Universal Banker- - Lee County - Bonita Bay
About The Position
The Universal Banker provides timely, efficient, and accurate client transactions, including the proper handling of assigned monies. The role delivers quality service by identifying and understanding clients’ financial needs and is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM). The position engages clients through courteous conversation, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports outreach and sales efforts, identifies client needs and opportunities, and refers clients to appropriate branch team members or specialists. The Universal Banker also participates in Truist Retail Community Bank Leadership Routines and applicable training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The role may require travel to accommodate temporary staffing needs.
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 necessary for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office.
- 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 client experience through courteous engagement, conversation, and completion of complex and standardized transactions; uncover client needs.
- Educate clients about ATMs, online banking, and mobile banking.
- Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management principles to deliver Truist expertise and solutions for clients’ needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
- 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 applicable products and services, and handle a proportionate workload 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, 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
