Universal Banker - Northern Alabama Area

Truist • Hoover, AL

3d

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 a particular focus on 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 and handling a workload proportionate to branch demand.

The role requires adherence to internal controls, operational procedures, and risk management policies, as well as participation in training and established retail community bank leadership routines. The position is a regular role, requires English fluency, and is assigned to first shift in the United States. Weekend and/or extended hours may be required, and occasional travel and overnight stays may be included.

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.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel as required 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 distinctive client experience through courteous engagement and completion of complex and standardized transactions; perform more complex transactions with assistance as needed.
• Educate clients on digital and self-service options, including ATMs and online and mobile banking.
• Support sales efforts through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance individual and product 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 current on policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demand.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation in 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 role 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