The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and handles assigned monies appropriately. The role delivers high-quality client service by identifying and understanding financial needs and is cross-trained to support sales and service activities as needed. The banker creates a distinctive client experience through courteous engagement and completion of standardized and complex transactions, with assistance for more complex transactions as needed. They educate clients about digital and self-service banking, support client servicing calls and offers, identify needs and referral opportunities, participate in Truist Retail Community Bank Leadership Routines, and complete applicable training. The role also handles account maintenance and problem resolution, refers clients to appropriate teammates, and follows operational controls, procedures, and risk management policies.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED