Universal Banker - Willow Bend

Truist Bank•Plano, TX

5d•Onsite

About The Position

The Universal Banker position is a regular, full-time role requiring English fluency and involves providing timely and efficient client transactions while maintaining accurate records and proper handling of monies. The role focuses on delivering superior client service, identifying and understanding client financial needs, and supporting sales and service activities, including outbound calling and Integrated Relationship Management (IRM). The position is based in Willow Bend and operates on a 1st shift work schedule.

Requirements

High school diploma or equivalent education
Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
Ability to multi-task under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
Ability to work weekends and/or extended hours with occasional travel and overnights 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 with sourcing and prospecting for new clients and client relationship building
General understanding of bank operations, policies and procedures

Responsibilities

Provide a distinctive client experience by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering client needs.
Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities, referring clients to appropriate team members or specialists.
Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions.
Participate fully in established Truist Retail Community Bank Leadership Routines.
Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
Adhere to internal controls, operational procedures, and risk management policies, staying informed of all policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
Handle a proportionate volume of work based on branch demands.