Universal Banker - East CPA Area
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 service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM). The banker provides a distinctive client experience, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role also supports client outreach and sales, participates in Truist Retail Community Bank Leadership Routines, advances product and service knowledge, follows operational controls and risk-management policies, and serves as a secondary contact for new account openings and problem resolution. Work volume is proportionate to branch demands.
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 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.
- Ability to travel as needed to accommodate 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 consistent, distinctive client experience through courteous engagement, transactions, and identifying client needs.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales through outbound client calls, checking for 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 Truist expertise and solutions.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Attend sales, service, product knowledge, and other required training and learning activities.
- Follow internal controls, operational procedures, and risk-management policies, and stay informed about policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services.
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 according to hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, possible eligibility 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
