Universal Banker - High Point Main

Truist Bank • High Point, NC

4d

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 high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM).

The position engages clients in courteous conversations, completes standardized and more complex transactions (with assistance when needed), and educates clients about ATMs and online and mobile banking. It supports client outreach, identifies needs and opportunities, and fulfills them or refers clients to appropriate branch teammates or specialists. The banker also supports new account openings and problem resolution, participates in Truist Retail Community Bank Leadership Routines and applicable training, and follows operational controls, procedures, and risk management policies. The role may require travel for temporary staffing needs, weekend or extended hours, and occasional overnight travel.

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 products.
• 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 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

• Provide a distinctive and consistent client experience through courteous engagement and completion of complex and standardized transactions.
• Educate clients about digital and self-service banking options, including ATMs, online banking, and mobile banking.
• Support the sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or making referrals.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Develop individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
• 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, and offer applicable products and services.
• Handle a proportionate volume of work based on branch demands.

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.
• Position- and division-dependent 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