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 emphasis on outbound calling and Integrated Relationship Management (IRM). The position provides a distinctive, consistent client experience; performs standardized and more complex transactions, with assistance as needed; and educates clients on ATMs and online and mobile banking. The banker participates in client outreach, identifies needs and opportunities, and fulfills them or refers clients to appropriate branch colleagues or specialists. The role also participates in Truist Retail Community Bank Leadership Routines, ongoing training, and sales, service, and product knowledge meetings; follows internal controls, procedures, and risk policies; and serves as a secondary contact for new account openings and problem resolution. Work volume is proportionate to branch demands.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED