Universal Banker - Tifton

Truist Bank • Tifton, GA

8d

About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM). The position also supports new account openings and problem resolution as a secondary contact, and handles a workload proportionate to branch demands.

The Universal Banker works to provide a distinctive, consistent client experience through courteous engagement and transaction processing, educates clients about digital and self-service banking options, participates in outreach and sales activities, and follows operational controls and risk management policies. The role includes ongoing product and sales training and participation in Truist Retail Community Bank Leadership Routines.

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 PC keyboard and software skills necessary for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software 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

• Engage clients courteously and provide a consistent service experience while conducting standardized and complex transactions; handle more complex transactions with assistance as needed.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Participate in client outreach through outbound calls, check for client offers, identify needs and opportunities, fulfill client needs when appropriate, and refer clients to branch team members or specialists as needed.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Advance product and individual 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 informed about policy and procedure changes to maintain compliance.
• Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
• 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, eligibility may also include a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED