Universal Banker- Hopkinsville
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, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position provides a distinctive client experience through courteous engagement, completion of standardized and more complex transactions, and identification of client needs. It helps clients use digital and self-service banking options, participates in outreach and sales activities, supports IRM, and serves as a secondary contact for new account openings and problem resolution. The banker also follows operational controls, procedures, and risk-management policies and participates in training and established retail leadership routines. This is a regular position on the first shift. The role may require weekend or extended hours, travel to meet temporary staffing needs, and occasional overnight travel. Regular Truist teammates working at least 20 hours per week are eligible for benefits, subject to eligibility rules for specific benefits and the position’s division. Benefits described include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k), vacation, sick days, and paid holidays. Depending on position and division, additional benefits may include a defined benefit pension plan, restricted stock units, and/or deferred compensation.
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 required for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency with basic computer applications, such as Microsoft Office.
- Ability to travel as needed for 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
- Complete client transactions promptly and efficiently, maintain accurate records, and properly handle assigned funds.
- Deliver a distinctive client experience through courteous engagement, standardized and complex transactions, and identification of client needs.
- Educate clients about ATMs and online and mobile banking self-service solutions.
- Support team sales through outbound client calls, checking client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate team members or specialists.
- Support Integrated Relationship Management (IRM) to deliver suitable Truist expertise and solutions to clients.
- Participate in Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending sales, service, and product-knowledge meetings and required training and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies, and stay informed about policy and procedure changes.
- Act as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a volume of work proportionate to 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 first-year vacation, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Possible defined benefit pension plan, restricted stock units, and/or deferred compensation, depending on position and division
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
