Universal Banker - Smithfield

Truist Bank•Smithfield, NC

23d

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 quality client service by identifying and understanding financial needs, and is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM). The banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The position supports branch sales and service efforts through client outreach, needs identification, referrals, account-opening support, and problem resolution. It also requires ongoing product and policy learning, participation in established retail leadership routines, and adherence to operational controls and risk-management policies. This position requires a high school diploma or equivalent, at least two years of teller, cash-handling, or client-service experience, and six months of client relationship-building or sales experience. Weekend and/or extended-hours work may be required. Travel may be needed for temporary staffing assignments, and occasional overnight travel may be included.

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 the PC keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Proficiency in basic computer applications, such as Microsoft Office products.
Ability to travel as required for 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 client experience through courteous engagement and completion of standardized and complex transactions.
Educate clients on ATMs, online banking, and mobile banking.
Support sales activities through outbound calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
Use Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Build individual and product knowledge by attending 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, and offer applicable products and services.
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 in 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, defined benefit pension plan, restricted stock units, and/or deferred compensation plan