Universal Banker - Charlotte South Area Saturday Required

Truist Bank•Monroe, NC

10d

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, and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM). The position engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports the branch sales process through outreach, offer checks, need identification, and fulfillment or referrals. The banker also supports new account openings and problem resolution as a secondary contact, follows operational controls and risk policies, and participates in leadership routines, training, and product-knowledge activities. The position requires Saturday work, and may require other weekend or extended hours, travel, and occasional overnights.

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 needed for branch automation.
Ability to multitask under time constraints.
Proficiency in basic computer applications, such as Microsoft Office software.
Ability to travel 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

Provide a distinctive client experience through courteous engagement and completion of standardized and complex transactions.
Educate clients about ATMs, online banking, and mobile banking.
Support sales through outbound client calls, checking for offers, identifying needs, fulfilling needs, and referring clients to appropriate branch team members or specialists.
Use Integrated Relationship Management to connect clients with Truist expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Attend sales, service, and product-knowledge meetings and applicable training.
Follow internal controls, operational procedures, and risk-management policies, and stay current with policy changes.
Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
Handle a proportionate volume of work based on 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 as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.