Universal Banker (Saturdays Required)- Rising Sun
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, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The position is regular, requires English fluency, and is on the first shift. Saturdays are required. The Universal Banker engages clients in courteous conversation, conducts standardized and complex transactions, and uncovers client needs. The role helps clients use digital and self-service banking options, participates in outreach and sales activities, and refers clients to appropriate branch team members or specialists. It also supports new account openings and issue resolution as a secondary contact, while following operational controls, risk policies, and procedures.
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 required for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office software products.
- 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 overnights may be included.
- English fluency is required.
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, completing standardized and complex transactions, and identifying client needs.
- Educate clients about ATMs, online banking, and mobile banking.
- Participate in client outreach, including outbound calls; check for client offers; and fulfill or refer identified needs and opportunities.
- Apply Integrated Relationship Management practices to deliver appropriate expertise and solutions to clients.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge through meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, risk management policies, and current guidelines.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion 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 vacation in the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
