Universal Banker - Hildebran

Truist Bank • Hildebran, NC

25d

About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles 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, particularly outbound calling and Integrated Relationship Management (IRM). The position also supports new account openings and problem resolution as a secondary contact, while offering applicable products and services to clients and prospects.

Requirements

• High school diploma or equivalent education.
• Two years of teller, cash-handling, or client-service experience.
• At least 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 to accommodate temporary staffing needs, including temporary assignments 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 complex and standardized transactions, uncovering client needs and seeking assistance for more complex transactions as necessary.
• Educate clients about digital and self-service solutions, including ATMs and online and mobile banking.
• Support the team sales process by making outbound calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their individual needs.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build product and individual 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 of policy and procedure changes to maintain compliance.
• Serve as a secondary contact for new account openings and problem resolution, offering relevant products and services to clients and prospects.
• Handle a proportionate workload based on branch demands.
• Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes; occasional travel and overnight stays may be included.
• Work weekends and/or extended hours as required.

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 job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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