Universal Banker- Bayview

Truist Bank • Fort Lauderdale, FL

2d • Onsite

About The Position

The Universal Banker position involves completing client transactions efficiently and accurately, while providing superior customer service and identifying client financial needs. This role requires cross-training to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities. The position is a regular, full-time role with a 1st shift work schedule.

Requirements

• High school diploma or equivalent education
• Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
• General understanding of bank operations, policies and procedures

Responsibilities

• Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering needs.
• Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
• Support the team's sales process through client outreach via outbound calls, checking for client offers, and identifying/fulfilling client needs or referring them to appropriate team members.
• Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate fully in established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

What This Job Offers

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