Universal Banker PT/20HR - Pine Island

Truist•St. James City, FL

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 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) activities. The banker engages clients in courteous conversations, completes standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. The role supports client outreach and the branch sales process, participates in Truist Retail Community Bank Leadership Routines, and develops product and service knowledge through meetings and training. It also follows operational controls, procedures, and risk management policies. The position serves as a secondary contact for new account openings and problem resolution, and handles work in proportion to branch demand.

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.
Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location changes.
Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
English fluency required.

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, consistent client experience through courteous engagement, needs discovery, and completion of standardized and complex transactions; seek assistance with complex transactions as necessary.
Educate clients about digital and self-service banking options, including ATMs, online banking, and mobile banking.
Support team sales efforts by making outbound calls, checking client offers, identifying client needs and opportunities, addressing needs, or referring clients to appropriate team members or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
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, offer applicable products and services, and manage a workload proportionate to branch demand.
Maintain accurate transaction records and properly handle assigned funds.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation in 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan