Universal Banker - Upper East Tennessee Area
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker engages clients, completes standardized and more complex transactions (seeking assistance as needed), and educates clients on digital and self-service banking options. The role contributes to outreach and sales processes, supports new account openings and problem resolution as a secondary contact, participates in leadership routines and training, and follows operational controls and risk-management policies. Work volume is based on branch demands.
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 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.
- English fluency 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, client conversations, and standardized and complex transactions; seek assistance for complex transactions as needed.
- Educate clients about ATMs, online banking, and mobile banking.
- Participate in client outreach and outbound calls, check for client offers, identify client needs and opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists.
- Support Integrated Relationship Management (IRM) 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, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies; 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 to clients and prospects.
- 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 by hire date and employment 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
