Universal Banker II (Sat Required)- Southern Central Area

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 by engaging clients with a smile, facilitating courteous conversation, and conducting 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 to 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 and apply Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions for clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
• Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes to ensure compliance.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.
• Handle a 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.
• 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, including temporary assignments or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

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.

Pay

The annual base salary for this position is $45,760 - $51,750. Additional incentive pay is available.

Benefits

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. 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.