Universal Banker Lady's Island

Truist • Beaufort, SC

1d

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 quality client service by identifying and understanding financial needs. It is cross-trained to support sales and service activities, with an emphasis on outbound calling and Integrated Relationship Management (IRM).

The banker creates a distinctive client experience by conducting routine and more complex transactions, educating clients about digital and self-service banking options, and supporting sales outreach. The position also participates in Truist Retail Community Bank Leadership Routines, ongoing product and service training, and risk-management and operational controls. The banker serves as a secondary contact for new account openings and problem resolution and handles a workload appropriate 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 PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, including Microsoft Office products.
• Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location 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 consistent client experience through courteous engagement and standardized or complex transactions, seeking assistance for complex transactions when necessary.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, and referring clients to appropriate branch team members or specialists.
• Use Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product meetings and required training.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed about policy and procedure changes.
• Act as a secondary contact for new account openings and problem resolution, offer applicable products and services, and manage a workload proportionate to branch demands.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 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, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED