Universal Banker- Parole

Truist Bank•Parole, MD

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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, with an emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The position also helps clients use digital and self-service banking options, supports branch sales and service processes, and serves as a secondary contact for new account openings and problem resolution. The banker participates in branch leadership routines and ongoing training, and follows internal controls, operating procedures, and risk management policies. The role may require travel to support temporary staffing needs, weekend or extended hours, and occasional overnight travel.

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 personal computer 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 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

Deliver a distinctive client experience through courteous engagement and completion of complex and standardized transactions, seeking assistance for more complex transactions as needed.
Educate clients about ATMs and online and mobile banking options.
Support team sales efforts by making outbound calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in Truist Retail Community Bank Leadership Routines.
Build 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, 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 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
Additional incentive pay
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division