Universal Banker - Bank Street

Truist Bank•Conyers, NE

23h

About The Position

The Universal Banker provides timely and efficient 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, with a focus on outbound calling and Integrated Relationship Management (IRM). The position also serves as a secondary contact for new account openings and problem resolution, offering relevant products and services to clients and prospects.

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 PC keyboard and software skills needed for branch automation.
Ability to multitask under time constraints.
Proficiency in basic computer applications, such as Microsoft Office.
Ability to work weekends and/or extended hours.
Ability to travel as needed for temporary staffing requirements.

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

Deliver a distinctive client experience through courteous conversation and accurate completion of standardized and complex transactions, seeking assistance for complex transactions as needed.
Educate clients about digital and self-service banking options, including ATMs, online banking, and mobile banking.
Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, meeting needs, or referring clients to appropriate branch staff or specialists.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
Participate in Truist Retail Community Bank Leadership Routines.
Build individual and product knowledge by attending sales, service, and product meetings and required training.
Follow internal controls, operational procedures, and risk management policies; stay current on policy and procedure changes.
Provide secondary support for new account openings and problem resolution, offer applicable products and services, and handle a workload proportionate to branch demand.
Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes; occasional travel and overnight stays may be included.

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 as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan