Universal Banker - North Palm Beach Area- Maplewood
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 service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound client calls and Integrated Relationship Management (IRM) activities. The position engages clients through courteous conversations and standardized or more complex transactions, educating them about digital and self-service banking options. It supports the team sales process through client outreach, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists. The Universal Banker also supports new account openings and problem resolution as a secondary contact, while following operational controls, procedures, and risk-management policies. The role participates in established leadership routines and ongoing sales, service, and product training.
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 necessary for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office products.
- Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location 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 and completion of standardized and complex transactions, seeking assistance as needed.
- Educate clients about ATMs, online banking, and mobile banking.
- Participate in client outreach, including outbound calls; check for client offers and identify needs or opportunities, fulfilling needs or making referrals as appropriate.
- Apply Integrated Relationship Management practices to connect clients with Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Attend sales, service, product knowledge, and other applicable training and learning activities to advance individual and product knowledge.
- Follow internal controls, operational procedures, and risk-management policies; stay informed about policy and procedure changes.
- Act as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
- 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 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
