Universal Banker - Madison Heights

About the role

The role involves providing timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. The incumbent is expected to deliver superior quality service, identify and understand client's financial needs, and cross-train to support sales and service activities.

Responsibilities

• Engage clients with smiling, facilitating courteous conversation, 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 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.
• 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

• 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to multi-task under time constraints.
• One year of client relationship building or sales experience preferred.
• Knowledge of advanced or complex branch transactions, risk management and loss prevention preferred.
• General understanding of bank operations, policies and procedures preferred.

Skills

• Customer service skills.
• Outbound calling skills.
• Client relationship building.
• Product knowledge.

Benefits

• Medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Disability insurance.
• Accidental death and dismemberment insurance.
• Tax-preferred savings accounts.
• 401(k) plan.
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status).
• 10 sick days (also prorated).
• Paid holidays.

Pay

The annual base salary for this position is $45,760-$51,250. Additional incentive pay is available for this position.

Schedule

Regular or Temporary: Regular