Universal Banker- Baltimore Street

About the role

The position involves providing timely and efficient completion of client transactions, maintaining accurate records, and delivering superior quality service. Cross-trained to support sales and service activities, with a focus on assisting with outbound calling and Integrated Relationship Management (IRM) activities.

Responsibilities

• Engage clients with smiling, facilitate courteous conversation, conduct both complex and standardized transactions while uncovering needs.
• Perform more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Attend sales, service, and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures, and risk management policies.
• Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
• Handles proportionate volume of work based on branch demands.

Qualifications

• 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.
• Master personal computer (PC) keyboard and software skills necessary for branch automation.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Preferred Qualifications

• 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.
• A general understanding of bank operations, policies, and procedures.

Benefits

Annual base salary range: $45,760 - $52,500. Additional incentive pay is available. Eligible for benefits including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Vacation, sick leave, and paid holidays are provided. Additionally, eligible for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Equal Opportunity Employer.