Universal Banker - Bishop Arts

Truist • Dallas, TX

3d

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 particular 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, with assistance as needed. It also educates clients about digital and self-service banking options, supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and ongoing training, and follows internal controls, operating procedures, and risk policies. The Universal Banker serves as a secondary contact for new account openings and problem resolution and handles a proportionate workload 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 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.
• 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

• Engage clients courteously and provide a consistent service experience while completing standardized and complex transactions; seek assistance for more complex transactions as needed.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales by making outbound calls, checking client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in all components of the 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, 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 manage a workload proportionate to branch demands.
• Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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 by hire date and employment 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