Universal Banker - Pineville Saturday Required

Truist • Pineville, NC

1d

About The Position

The Universal Banker provides timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. The role delivers high-quality service by identifying and understanding clients’ financial needs and is cross-trained to support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities.

The position engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports client outreach and sales processes, refers clients to appropriate branch team members or specialists, and serves as a secondary contact for new account openings and problem resolution. The role also requires participation in branch leadership routines and training, adherence to operational controls and risk policies, and flexibility to travel or work extended hours as required.

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 needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency with basic computer applications, such as Microsoft Office products.
• Ability to travel as needed to accommodate temporary staffing needs, including temporary assignment or location 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 standardized and complex transactions, requesting assistance as needed.
• Educate clients about ATMs, online banking, mobile banking, and other digital self-service solutions.
• Support sales activities through outbound client calls, checking for offers, identifying client needs, fulfilling needs, or making referrals to branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Advance product and individual knowledge by attending sales, service, product knowledge, and other applicable training.
• 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 applicable products and services, and handle work in proportion to branch demands.
• Maintain accurate records and properly handle assigned monies.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation in the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Position-dependent eligibility 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