Universal Banker- Pasadena

Truist Bank•Pasadena, MD

13d

About The Position

The Universal Banker provides timely and efficient client transactions, maintains accurate records, and properly handles 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, particularly outbound calling and Integrated Relationship Management (IRM) activities. The banker may also serve as a secondary contact for new account openings and problem resolution, and handles a proportionate volume of work based on 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 PC keyboard and software skills necessary for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency in basic computer applications, such as Microsoft Office.
Ability to travel as required 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.
English language fluency.

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, conversation, and completion of complex and standardized transactions, identifying client needs in the process.
Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate branch team members or specialists.
Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
Maintain accurate records and ensure proper handling of assigned monies.

Benefits

Medical, dental, and vision insurance.
Life and 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, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
Additional incentive pay.