Universal Banker - East Hillsborough Wesley Chapel Southern

Truist•Valrico, FL

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling all assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker provides a distinctive client experience, completes standardized and more complex transactions, and educates clients on digital and self-service banking solutions. The role supports client outreach and sales processes, follows Truist Retail Community Bank Leadership Routines, builds product knowledge through training, and adheres to internal controls, operational procedures, and risk management policies. The banker also serves as a secondary contact for new account openings and problem resolution, handling work in proportion to 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 and 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.
Proficiency in basic computer applications, such as Microsoft Office software products.
Ability to travel as needed to accommodate temporary staffing needs, including temporary assignments or locale changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
English language fluency is 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 conversation, client engagement, and completion of standardized and complex transactions; seek assistance with complex transactions as needed.
Educate clients about ATMs, online banking, and mobile banking and other digital or self-service solutions.
Support the team sales process through outbound client calls, checking for client offers, identifying client needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
Participate in all components of 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 of policy and procedure changes to maintain compliance.
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.
Maintain accurate records and properly handle assigned monies.

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, the role may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan