Universal Banker (Saturday Required) - NCE Raleigh/Cary Area

Truist Bank•Raleigh, NC

10d

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 client service by identifying and understanding financial needs. It is cross-trained to support sales and service activities, with particular emphasis on outbound client calls and Integrated Relationship Management (IRM). The position provides a distinctive client experience through courteous engagement, completion of standardized and complex transactions, and identification of client needs. It also helps clients use digital and self-service banking solutions, supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and applicable training, and follows operational controls, procedures, and risk-management policies. The Universal Banker serves as a secondary contact for new account openings and problem resolution, with workload based on branch demands.

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 and 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 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.

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 and consistent client experience through courteous engagement, client conversations, and completion of standardized and complex transactions; perform more complex transactions with assistance as needed.
Educate clients about ATMs, online banking, and mobile banking to make banking easier and improve their service experience.
Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
Participate in all components of the established Truist Retail Community Bank Leadership Routines.
Advance 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, and stay informed of policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload 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 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