Universal Banker - North Hamilton

This is a regular, full-time position requiring English fluency and first-shift hours. The role focuses on delivering efficient client transactions, accurate record-keeping, and superior service while identifying financial needs. The position is cross-trained to support sales and service activities, with emphasis on outbound calling and Integrated Relationship Management (IRM) support.

Responsibilities

• Provide a distinctive client experience by engaging clients courteously, facilitating complex and standardized transactions, and uncovering needs
• Perform more complex transactions with assistance as necessary
• Educate clients on digital and self-service solutions including ATMs, Online and Mobile banking
• Support team sales process through outbound calls, checking for client offers, and identifying needs or opportunities for fulfillment or referral to appropriate branch team members or specialists
• Understand and apply Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and solutions for clients' unique needs
• Participate fully in all components of established Truist Retail Community Bank Leadership Routines
• Advance 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 policy and procedure changes to ensure compliance
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services
• Handle proportionate volume of work based on branch demands

Requirements

• High school diploma or equivalent education
• Two years of teller, 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 assignment 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

Benefits

All regular teammates 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 401k plan. Teammates 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, along with 10 sick days (also prorated), and paid holidays. Depending on 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.