Universal Banker - Plantation Square

Truist Bank•Lakeland, FL

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 focus on outbound calling and Integrated Relationship Management (IRM). The banker engages clients in courteous conversation, completes standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The role supports client outreach, identifies needs and opportunities, and fulfills or refers those needs to the appropriate branch team members or specialists. It also supports new account openings and problem resolution as a secondary contact, while following operational controls, procedures, and risk management policies. The position requires a high school diploma or equivalent, at least two years of teller, cash-handling, or client-service experience, and at least six months of client relationship-building or sales experience. Employees must be able to work weekends and/or extended hours and travel as required, including possible temporary assignments, overnight travel, or locale changes.

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, including 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 products.
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, consistent client experience through courteous engagement and completion of standardized and complex transactions.
Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support the team sales process through outbound client calls, reviewing client offers, identifying needs and opportunities, and fulfilling or referring client needs.
Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
Participate in Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
Follow internal controls, operational procedures, and risk management policies, and stay current on 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.

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 based on 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 deferred compensation plan