Role OverviewThe Universal Banker will provide timely and efficient completion of client transactions, maintain accurate records, and handle all monies assigned. They will deliver superior quality service, identifying and understanding the client's financial needs. The Universal Banker will be cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
What You Will Do
The main day-to-day responsibilities will include providing a distinctive client experience, educating clients on digital self-service solutions, supporting team sales process, understanding the importance of Integrated Relationship Management (IRM), and participating in all components of the established Truist Retail Community Bank Leadership Routines.
Why It Might Be a Fit
To be a fit for this role, you will need to have excellent interpersonal and communication skills, including a desire to interact with clients and prospects. You will also need to be able to master personal computer (PC) keyboard and software skills necessary for branch automation, and be able to multi-task under time constraints.
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
- 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
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- Vacation (prorated based on date of hire and by full-time or part-time status)
- Sick days (prorated)
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
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