Universal Banker (Saturday Required) - DC & North PG Area
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. Provide a distinctive client experience by engaging clients in courteous conversation, conducting standardized and complex transactions, and uncovering needs. Educate clients about ATMs and online and mobile banking. Support the team sales process through client outreach, checking for offers, identifying client needs, and fulfilling or referring those needs. Participate in Truist Retail Community Bank Leadership Routines and ongoing product and sales training. Follow internal controls, operational procedures, and risk management policies. Serve as a secondary contact for new account openings and problem resolution, offering relevant products and services and handling a proportionate workload based on branch demands. This role requires a high school diploma or equivalent, two years of teller, cash-handling, or client-service experience, and six months of client relationship-building or sales experience. The position requires weekend and/or extended-hours availability, travel to accommodate temporary staffing needs, and may include occasional travel and overnight stays. The annual base salary is $45,760–$54,500, with additional incentive pay 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 the PC keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency with basic computer applications, such as Microsoft Office products.
- Ability to travel as needed for temporary staffing requirements, 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 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, maintain accurate records, and properly handle assigned monies.
- Provide a distinctive, courteous client experience while conducting standardized and complex transactions and uncovering client needs.
- Educate clients on digital and self-service solutions, including ATMs and online and mobile banking.
- Support team sales through outbound client calls, checking for client offers, identifying needs or opportunities, and fulfilling or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Attend sales, service, product knowledge, and other applicable training sessions and web-based learning to advance individual and product knowledge.
- 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 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 in the first year, prorated based on hire date and employment status
- 10 sick days, prorated
- Paid holidays
- Additional eligibility may apply for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
