About The Position

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.

Requirements

  • High school diploma or equivalent education.
  • Proven and consistent proficiency in teller or cash handling or client service skills.
  • Good interpersonal and communication skills, including a desire to interact with clients and prospects.
  • Ability to use office equipment and perform basic mathematical functions.
  • Ability and willingness to follow written and verbal instructions and work under established guidelines.
  • Demonstrated ability to deliver excellent client service and provide team support.
  • 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.
  • English fluency required.

Nice To Haves

  • Demonstrated ability to uncover referral opportunities.
  • Knowledge of advanced or complex branch transactions.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Complete client transactions promptly and efficiently while maintaining accurate records and appropriately handling assigned monies.
  • Engage clients courteously and deliver a consistent, distinctive service experience; conduct standardized and complex transactions, seeking assistance for more complex transactions as necessary.
  • Educate clients about ATMs, online banking, mobile banking, and other digital or self-service solutions.
  • Support client servicing calls and present client offers; identify needs and opportunities, fulfill them when appropriate, or refer clients to branch teammates or specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Complete applicable training classes and web-based learning to advance knowledge and better serve clients.
  • Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes.
  • Serve as a point of contact for account maintenance and problem resolution, identify solutions and services, and refer clients to appropriate teammates.

Benefits

  • Eligible teammates working 20 or more hours per week may receive medical, dental, vision, life, disability, and accidental death and dismemberment insurance.
  • Tax-preferred savings accounts and a 401(k) plan.
  • At least 10 days of vacation and 10 sick days in the first year, prorated based on hire date and full-time or part-time status.
  • 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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