Universal Banker - Pasco Hernando Area

Truist•Zephyrhills, FL

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 client calling and Integrated Relationship Management (IRM). The position provides a distinctive client experience through courteous engagement and completion of standardized and more complex transactions, educating clients about digital and self-service banking, and supporting client outreach and referrals. The banker also participates in established leadership routines and ongoing training, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution. Work volume is proportionate to branch demands. The role may require travel to meet temporary staffing needs, weekend or extended hours, and occasional overnight travel.

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.
Demonstrated proficiency with basic computer applications, such as Microsoft Office products.
Ability to travel as required to accommodate temporary staffing needs, including temporary assignments 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

Complete client transactions efficiently and accurately, maintaining records and properly handling assigned monies.
Engage clients courteously, provide a consistent service experience, conduct standardized and complex transactions, and uncover client needs.
Educate clients about ATMs, online banking, and mobile banking and other digital self-service solutions.
Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Support Integrated Relationship Management (IRM) to deliver relevant Truist expertise and solutions to clients.
Participate in Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
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, and offer applicable products and services to clients and prospects.
Travel as required to accommodate temporary staffing needs, including temporary assignments or changes in work locale.

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 for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan