Universal Banker - S BROWARD/N MD Area Hollywood Hills

Truist Bank • Hollywood, FL

3d

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 quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM) activities.

The banker creates a distinctive client experience through courteous engagement, completes standardized and more complex transactions (with assistance as necessary), and educates clients on digital and self-service banking solutions. The position supports client outreach, referrals, account-opening support, problem resolution, team routines, training, and compliance with operational controls and risk-management policies.

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.
• Demonstrated 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 consistent, distinctive client experience through courteous conversation, needs discovery, and completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking.
• Support sales through client outreach and outbound calls, review client offers, identify needs and opportunities, and fulfill needs or refer clients to appropriate team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in established 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 current on policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demands.
• Maintain accurate records and properly handle assigned funds.

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 job 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
• Education Level: High school or GED