Universal Banker- NE MD & Eastern Shore Area - Rising Sun

Truist Bank • Maple Heights, OH

9d

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 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 in courteous conversation, performs standardized and more complex transactions, and educates clients about digital and self-service banking options. The role supports client outreach and sales, refers clients to appropriate colleagues or specialists when needed, assists with new account openings and problem resolution, and follows operational controls, procedures, and risk management policies. The position also involves ongoing product learning, training, and participation in Truist Retail Community Bank leadership routines.

The position is regular, requires English fluency, and is assigned to the first shift. The annual base salary is $45,760–$52,500, with additional incentive pay available. Eligible teammates working at least 20 hours per week may receive benefits, subject to plan and division eligibility. Benefits described include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays. Depending on the position and division, additional plans may be available.

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 PC keyboard and software skills necessary for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel as needed 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.
• English fluency is 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

• Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned monies.
• Provide a distinctive client experience through courteous engagement, conducting standardized and more complex transactions, and uncovering client needs.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support sales activities through outbound client calls, checking for client offers, identifying client needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their 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; stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
• Handle a proportionate volume of work based on 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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Additional incentive pay
• Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan may be available

What This Job Offers

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