Universal Banker - Herndon Parkway
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 financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound client calls and Integrated Relationship Management (IRM). The banker creates a distinctive client experience by conducting courteous conversations and completing standardized and complex transactions, with assistance when needed. The position educates clients about ATMs and online and mobile banking, supports client outreach and sales activities, and refers clients to appropriate branch team members or specialists. It also supports IRM, participates in Truist Retail Community Bank Leadership Routines and training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. Work volume varies with 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 the 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 needed for temporary staffing requirements, 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, need discovery, and completion of standardized and complex transactions.
- Educate clients about digital and self-service banking solutions, including ATMs, online banking, and mobile banking.
- Support sales through outbound client calls, checking for client offers, identifying needs, fulfilling them when appropriate, and referring clients to branch team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with 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 informed about policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work proportionate to 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, possible 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
