Universal Banker (Saturday Required) - Ardmore
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. The position supports client outreach and referrals, participates in Truist Retail Community Bank Leadership Routines and relevant training, follows operational and risk policies, and serves as a secondary contact for new account openings and problem resolution. The role is based in Ardmore and requires Saturday availability.
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 PC keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Proficiency in basic computer applications, such as Microsoft Office products.
- 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 and completion of complex and standardized transactions.
- Educate clients about ATMs, online banking, and mobile banking.
- Support sales through outbound client calls, checking for client offers, identifying needs, fulfilling them, or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management practices to connect clients with appropriate Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Build individual and product knowledge by attending meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk management policies; stay informed about 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.
- 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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or 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
