Universal Banker - North Beneva

Truist • Sarasota, FL

5d

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, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The position engages clients in courteous conversation, completes standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. It supports client outreach, identifies client needs and opportunities, and fulfills those needs or refers clients to appropriate branch colleagues or specialists. The Universal Banker also supports new account openings and problem resolution as a secondary contact, attends required learning activities, follows operational and risk controls, and handles a workload proportionate to branch demand.

The role is regular and requires English fluency. The stated work shift is first shift in the United States of America. Weekend and/or extended-hours work may be required, and occasional travel and overnight stays may be included. Travel may also be required to accommodate temporary staffing needs, including temporary assignment 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 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

• Provide a distinctive, consistent client experience through courteous engagement and completion of standardized and complex transactions, seeking assistance for complex transactions as necessary.
• Educate clients about ATMs and online and mobile banking self-service solutions.
• Support sales through client outreach and outbound calls, check for client offers, identify client needs and opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management principles to connect clients with Truist expertise and solutions.
• Participate in 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, and stay informed about policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle a workload proportionate to branch demand.

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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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