Universal Banker - Nelson Street
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 emphasis on outbound calling and Integrated Relationship Management (IRM). The position engages clients in courteous conversation, performs standardized and complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. It supports client outreach, identifies needs and opportunities, fulfills needs or makes referrals, and serves as a secondary contact for new account openings and problem resolution. The Universal Banker follows operational controls and risk policies, participates in branch leadership routines and training, and handles a proportionate workload based on branch demands. Travel may be needed to accommodate temporary staffing needs, and occasional overnights 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, 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.
- Proficiency in basic computer applications, such as Microsoft Office.
- Ability to travel as needed 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, needs discovery, and completion of standardized and complex transactions.
- Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
- Support team sales through outbound calls, checking for client offers, identifying client needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
- Support Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
- Participate in established Truist Retail Community Bank Leadership Routines.
- Advance individual and product knowledge by attending sales, service, and product knowledge meetings and required training.
- Follow internal controls, operational procedures, and risk management policies, and stay informed of policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload 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, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
