Universal Banker Jobs

About The Position

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 the PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel as needed for temporary staffing requirements, including temporary assignment or locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
• English language fluency is required.

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 promptly and efficiently, maintain accurate records, and properly handle assigned funds.
• Provide courteous, distinctive service by engaging clients, conducting standardized and complex transactions, and uncovering client needs.
• Educate clients about digital and self-service options, including ATMs, online banking, and mobile banking.
• Support sales through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch teammates or specialists.
• Understand and support Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Develop product and client 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 current on policy and procedure changes.
• Act as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle work in proportion to branch demand.

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, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan