Universal Banker - Goldsboro Main

Truist • Goldsboro, NC

1d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM).

The position provides a distinctive client experience through courteous engagement and completion of standardized and more complex transactions. It educates clients about digital and self-service banking options, supports client outreach and referrals, participates in retail leadership routines and training, and follows operational controls and risk-management policies. It also serves as a secondary contact for new account openings and problem resolution, handling a workload proportionate 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 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 overnights 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

• Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned monies.
• Engage clients courteously, provide a consistent service experience, conduct standardized and complex transactions, and uncover client needs.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through outbound client calls, checking for client offers, identifying client needs and opportunities, fulfilling needs, and referring clients to appropriate branch 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.
• Advance individual and product knowledge by attending sales, service, and product-knowledge meetings and applicable training and web-based learning.
• Follow internal controls, operational procedures, and risk-management policies, and stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work according 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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