Universal Banker - North Florida Coast Area

About the role

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. Deliver superior quality service by identifying and understanding clients’ financial needs. Cross‑trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities. This is a regular position requiring English language proficiency.

Responsibilities

• Provide a distinctive client experience to ensure consistent service level by engaging 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.
• Understand the importance of Integrated Relationship Management (IRM) to ensure seamless delivery of 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 and all applicable training classes and web‑based learning.
• Adhere to internal controls, operational procedures and risk management policies; stay informed of 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 proportionate volume of work based on branch demands.

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, 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, including temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Skills

• Excellent interpersonal and communication skills
• Proficiency with PC keyboard and branch automation software
• Ability to multi‑task under time constraints
• Proficiency in basic computer applications (Microsoft Office)
• Customer‑focused attitude and desire to interact with clients
• Willingness to travel and work flexible hours, including weekends and extended shifts

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive no less than 10 days of vacation (prorated) and 10 sick days (prorated) during their first year, plus paid holidays. Depending on the position and division, the role may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Schedule

Work Shift: 1st shift (United States of America)