Universal Banker - Plantation Square

Truist • Lakeland, FL

1d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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 a focus on outbound calling and Integrated Relationship Management (IRM).

The banker engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients on digital and self-service banking options. The role supports outreach, identifies client needs and opportunities, and fulfills or refers those needs to appropriate team members. It also supports new account openings and problem resolution as a secondary contact, while following operational controls, procedures, and risk-management policies.

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 in basic computer applications, such as Microsoft Office.
• Ability to travel as required 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 client experience through courteous engagement, client-needs discovery, and completion of standardized and complex transactions.
• Educate clients on ATMs, online banking, and mobile banking.
• Participate in client outreach through outbound calls, check for client offers, identify needs and opportunities, and fulfill or refer client needs.
• Apply Integrated Relationship Management principles to deliver appropriate expertise and solutions to clients.
• Participate in Truist Retail Community Bank Leadership Routines.
• Attend sales, service, and product-knowledge meetings and required training to develop individual and product knowledge.
• Follow internal controls, operational procedures, and risk-management policies, and stay current with policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle work according to branch demands.

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
• Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED