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About The Position

The Universal Banker provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned funds. The role delivers quality client service by identifying and understanding financial needs and is cross-trained to support sales and service activities, especially outbound calling and Integrated Relationship Management (IRM). 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 options such as ATMs, online banking, and mobile banking. It also supports outreach and sales activities, refers clients to appropriate team members or specialists, participates in retail leadership routines and training, and follows operational controls, procedures, and risk-management policies. The banker serves as a secondary contact for new account openings and problem resolution and handles a share of the work based on branch demands.

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 PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Proficiency in basic computer applications, such as Microsoft Office software products.
  • Ability to travel to accommodate temporary staffing needs, including temporary assignment or location changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnights 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

  • Complete client transactions accurately and efficiently while maintaining records and properly handling assigned funds.
  • Provide a distinctive, courteous client experience; conduct standardized and complex transactions and identify client needs.
  • Educate clients on ATMs, online banking, and mobile banking and other self-service solutions.
  • Support sales and service activities through client outreach and outbound calls, checking for client offers, identifying needs, fulfilling them when appropriate, and referring clients to branch team members or specialists.
  • Support Integrated Relationship Management (IRM) to connect clients with relevant Truist expertise and solutions.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Advance product and individual knowledge by attending sales, service, and product meetings and applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk-management policies, and stay informed of policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, and offer relevant products and services to clients and prospects.
  • Handle a proportionate volume of work based on branch demands.
  • Travel as needed to accommodate temporary staffing needs, including temporary assignment or location changes.

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 by hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

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