Universal Banker- Howard/Central Baltimore Area
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: application instructions, EEO, etc. Preserve all substantive info. Include a section only when posting has real specific content for it; never emit heading with filler placeholder. Prefer few substantive sections over many thin ones.
We need to parse the posting.
Key content:
- Regular or Temporary: Regular
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
- Job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
- Essential Duties And Responsibilities (list):
- Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
- Performs more complex transactions with assistance as necessary.
- Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
- Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
- Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge to better serve consumer and business clients by attending 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:
Required 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
- 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
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
- General understanding of bank operations, policies and procedures
- Additional info: "Universal Banker" (maybe job title? but we shouldn't repeat job title as heading). It appears after qualifications: "Universal Banker". Might be a job title line; we should not repeat as heading but we can include as part of prose? The instruction: "Do NOT repeat the job title as a heading (the page already shows it)". So we can include the job title in a paragraph if it's substantive? It's just a title; maybe we can include it in a
as part of description. But we can also ignore if it's redundant. However we need to preserve ALL substantive information; the job title is substantive but the page already shows it, so we can omit repeating it. So we can drop that line.
- Pay: "The annual base salary for this position is $45,760-$52,500 Additional incentive pay is available for this position."
- Benefits: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work."
We should remove boilerplate like EEO, Drug Free Workplace, etc. Also remove application instructions, "If you want to apply..." etc. Also remove "Need Help?" etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" maybe we can include as metadata in a short
. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include those details in a paragraph.
We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to decide which sections have content.
- About the role: Could be the introductory description: "Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities." That's a prose description. So we can put that in
About the role
with .
- Responsibilities: The list of essential duties. So
Responsibilities
with - each duty.
- Requirements: Could be the required qualifications? Or we could separate Requirements (maybe language fluency, work shift, regular/temporary) and Qualifications (education/experience). The instruction says we can have sections for Requirements and Qualifications separately. We need to decide what to put where.
We have metadata: Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America). That could go under Requirements (maybe as a short
). Also maybe "Ability to work weekends and/or extended hours with occasional travel and overnights may be included" is a requirement but it's under required qualifications. We could include that in Qualifications.
Better: Use Requirements for basic eligibility: employment type, language, shift. Use Qualifications for education/experience/skills.
Skills: Could be a separate section for skills like interpersonal communication, PC skills, multi-task, etc. But we could also fold into Qualifications. The instruction: "Prefer a few substantive sections over many thin ones." So we might combine Requirements and Qualifications into one section? But we have headings list; we should only include sections that have real content. We could make a single "Qualifications" section that includes both required and preferred qualifications, plus maybe the metadata. But we also have "Skills" heading; we could put interpersonal/communication, PC skills, etc there. However that may be thin.
Better approach: Use sections: About the role, Responsibilities, Qualifications (including required and preferred), Benefits, Pay. Possibly Schedule (work shift) could be included under Qualifications or a separate Schedule section if we have schedule info. We have Work Shift: 1st shift (United States of America). That's schedule info. So we could make a Schedule section with that. Also we have "Ability to work weekends and/or extended hours with occasional travel and overnights may be included" which is also schedule-related.
Thus we could have Schedule section with those details.
We also have Benefits section with details.
Pay section with salary and incentive pay.
Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule.
We need to avoid thin sections; each should have substantive content.
Let's draft:
About the role
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Responsibilities
- Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
- Performs more complex transactions with assistance as necessary.
- Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
- Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
- Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge to better serve consumer and business clients by attending 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
Required:
- 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
Preferred:
- 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
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: application instructions, EEO, etc. Preserve all substantive info. Include a section only when posting has real specific content for it; never emit heading with filler placeholder. Prefer few substantive sections over many thin ones. We need to parse the posting. Key content: - Regular or Temporary: Regular - Language Fluency: English (Required) - Work Shift: 1st shift (United States of America) - Job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. - Essential Duties And Responsibilities (list): - Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. - Performs more complex transactions with assistance as necessary. - Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. - Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. - Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. - Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. - Commit to advancing individual and product knowledge to better serve consumer and business clients by attending 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: Required 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 - 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 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 - General understanding of bank operations, policies and procedures - Additional info: "Universal Banker" (maybe job title? but we shouldn't repeat job title as heading). It appears after qualifications: "Universal Banker". Might be a job title line; we should not repeat as heading but we can include as part of prose? The instruction: "Do NOT repeat the job title as a heading (the page already shows it)". So we can include the job title in a paragraph if it's substantive? It's just a title; maybe we can include it in a
as part of description. But we can also ignore if it's redundant. However we need to preserve ALL substantive information; the job title is substantive but the page already shows it, so we can omit repeating it. So we can drop that line. - Pay: "The annual base salary for this position is $45,760-$52,500 Additional incentive pay is available for this position." - Benefits: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work." We should remove boilerplate like EEO, Drug Free Workplace, etc. Also remove application instructions, "If you want to apply..." etc. Also remove "Need Help?" etc. Also remove "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" maybe we can include as metadata in a short
. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include those details in a paragraph. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. - About the role: Could be the introductory description: "Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities." That's a prose description. So we can put that in
About the role
with. - Responsibilities: The list of essential duties. So
Responsibilities
with- each duty.
- Requirements: Could be the required qualifications? Or we could separate Requirements (maybe language fluency, work shift, regular/temporary) and Qualifications (education/experience). The instruction says we can have sections for Requirements and Qualifications separately. We need to decide what to put where.
We have metadata: Regular or Temporary: Regular; Language Fluency: English (Required); Work Shift: 1st shift (United States of America). That could go under Requirements (maybe as a short
). Also maybe "Ability to work weekends and/or extended hours with occasional travel and overnights may be included" is a requirement but it's under required qualifications. We could include that in Qualifications. Better: Use Requirements for basic eligibility: employment type, language, shift. Use Qualifications for education/experience/skills. Skills: Could be a separate section for skills like interpersonal communication, PC skills, multi-task, etc. But we could also fold into Qualifications. The instruction: "Prefer a few substantive sections over many thin ones." So we might combine Requirements and Qualifications into one section? But we have headings list; we should only include sections that have real content. We could make a single "Qualifications" section that includes both required and preferred qualifications, plus maybe the metadata. But we also have "Skills" heading; we could put interpersonal/communication, PC skills, etc there. However that may be thin. Better approach: Use sections: About the role, Responsibilities, Qualifications (including required and preferred), Benefits, Pay. Possibly Schedule (work shift) could be included under Qualifications or a separate Schedule section if we have schedule info. We have Work Shift: 1st shift (United States of America). That's schedule info. So we could make a Schedule section with that. Also we have "Ability to work weekends and/or extended hours with occasional travel and overnights may be included" which is also schedule-related. Thus we could have Schedule section with those details. We also have Benefits section with details. Pay section with salary and incentive pay. Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. We need to avoid thin sections; each should have substantive content. Let's draft:
About the role
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Responsibilities
- Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
- Performs more complex transactions with assistance as necessary.
- Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
- Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
- Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
- Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Commit to advancing individual and product knowledge to better serve consumer and business clients by attending 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
Required:
- 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
Preferred:
- 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