Universal Banker - Western Carolina Area - East Asheville Saturday Required

Truist Bank • Asheville, NC

6d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities.

The Universal Banker engages clients in courteous conversation, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach and sales, contributes to branch leadership routines and ongoing product learning, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. The position requires weekend and/or extended-hours availability and may involve temporary travel or locale changes.

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 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.
• English language fluency.

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, conducting standardized and complex transactions, and uncovering client needs.
• Educate clients on ATMs, online banking, and mobile banking, including other digital and self-service solutions.
• Support the team sales process by making outbound calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Use 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.
• 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; stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle work in proportion 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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