Universal Banker - Winston Salem/High Point Area- Stanleyville Saturday Required

Truist•Winston-Salem, NC

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 a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience through courteous engagement, performing standardized and more complex transactions, and uncovering client needs. It educates clients on digital and self-service banking options, supports client outreach and referrals, and serves as a secondary contact for new account openings and problem resolution. The Universal Banker participates in Truist’s retail leadership routines and training, maintains product knowledge, and follows operational controls, procedures, and risk-management policies. The role may require travel to accommodate temporary staffing needs, including temporary assignment or locale changes.

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 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 required for 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

Complete client transactions accurately and efficiently, maintaining records and properly handling assigned funds.
Engage clients courteously, provide a consistent service experience, perform standardized and more complex transactions, and uncover client needs.
Educate clients about ATMs, Online Banking, and Mobile Banking and other digital self-service solutions.
Participate in client outreach, including outbound calls; check for client offers and identify needs or opportunities, fulfilling them or referring clients to appropriate branch team members or specialists.
Support Integrated Relationship Management (IRM) to deliver appropriate Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Develop 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 of policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work volume according 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
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
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division