Universal Banker
Truist • Melbourne, FL41d • Onsite
Universal Banker Jobs
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Universal Banker
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Universal Banker - Space Coast Area
Truist•Melbourne, FL
•Onsite
About The Position
The Universal Banker position is a regular, full-time role that requires English fluency and involves working the 1st shift. This role focuses on providing timely and efficient client transactions while maintaining accurate records and proper money handling. The Universal Banker will deliver superior client service, identify client financial needs, and be cross-trained to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM).
Requirements
- High school diploma or equivalent education
- Two years of teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with 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 with sourcing and prospecting for new clients and client relationship building
- General understanding of bank operations, policies and procedures
Responsibilities
- Provide a distinctive client experience by engaging clients, conducting complex and standardized transactions, and uncovering needs.
- Educate clients on digital, self-service solutions like ATMs, Online, and Mobile banking.
- Support the team sales process through outbound calls, checking for client offers, and identifying client needs or opportunities.
- Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
- Participate fully in established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, and applicable training.
- Adhere to internal controls, operational procedures, and risk management policies.
- Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation time
- Sick days
- Paid holidays
- Defined benefit pension plan (potential)
- Restricted stock units (potential)
- Deferred compensation plan (potential)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
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