Universal Banker - Linton
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. 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 engages clients, conducts standardized and more complex transactions, and educates clients about digital and self-service banking options. The position supports client outreach, referrals, new account openings, and problem resolution, while following operational controls, risk policies, and applicable procedures. The role also includes ongoing product and sales training and participation in Truist Retail Community Bank Leadership Routines.
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 software 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, conversation, needs discovery, and completion of standardized and complex transactions; seek assistance with complex transactions as necessary.
- Educate clients about digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
- Participate in client outreach through outbound calls, check for client offers, identify needs or opportunities, fulfill client needs, and refer clients to appropriate branch 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.
- Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and 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 first-year vacation, 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 a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
