Universal Banker - Winston Salem/High Point Area Saturday Required
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 particular emphasis on outbound calling and Integrated Relationship Management (IRM) activities. The position is based in the Winston-Salem/High Point area and requires Saturday work. The banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as needed), and educates clients about ATMs and online and mobile banking. The role supports client outreach, identifies client needs and opportunities, and fulfills those needs or refers clients to appropriate branch colleagues or specialists. It also supports new account openings and problem resolution as a secondary contact, while following internal controls, operational procedures, 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 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 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, conducting transactions, and uncovering client needs.
- Educate clients about digital and self-service banking options, including ATMs, online banking, and mobile banking.
- Support sales activities through outbound client calls, checking for client offers, identifying needs, and fulfilling needs or making referrals.
- 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 meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies, and stay current with 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.
- Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.
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 in 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
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
