Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader. This role involves providing timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. The Universal Banker will deliver superior quality service, identifying and understanding the client’s financial needs. This position is cross-trained to support sales and service activities as needed. The role provides a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. The Universal Banker educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. They support the team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. The Universal Banker participates fully in all components of the established Truist Retail Community Bank Leadership Routines and commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning. They adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines. The Universal Banker serves as a point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED