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 particular emphasis on outbound calling and Integrated Relationship Management (IRM). The banker engages clients through courteous conversation, handles standardized and more complex transactions, and helps clients use digital and self-service banking options. The position supports client outreach and sales, refers clients to appropriate team members or specialists, participates in branch leadership routines and training, and follows operational, risk-management, and compliance procedures. It also serves as a secondary contact for new account openings and problem resolution.

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 the PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Demonstrated proficiency with basic computer applications, such as Microsoft Office.
  • Ability to travel as needed 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

  • Provide a distinctive client experience through courteous engagement, client-needs discovery, 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 and opportunities, and fulfilling needs or making referrals.
  • Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build individual and product knowledge by attending meetings and completing applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk-management policies; stay current on policy and procedure changes.
  • Provide secondary support for new account openings and problem resolution, and offer relevant products and services.
  • Handle a proportionate volume of work based on branch demands.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • 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.
  • Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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