Jobs · Finance · Maryland

Universal Banker- Western MD Area

Truist · Frederick, MD · 1 mo ago
Finance$46k–$55k/yrFull-time

Responsibilities

  • Provide a distinctive client experience by engaging clients with a smile, facilitating courteous conversation, conducting both complex and standardized transactions, and uncovering client needs.
  • Perform more complex transactions with assistance as necessary.
  • Educate clients on digital, self‑service solutions including ATMs, online, and mobile banking.
  • Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities, either fulfilling the need or referring the client to the appropriate branch team members or specialist.
  • Understand and apply Integrated Relationship Management (IRM) to 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, as well as 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 with current guidelines.
  • 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, cash‑handling, or client‑service experience.
  • Six months of client relationship‑building or sales experience.
  • Excellent interpersonal and communication skills, with 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.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Willingness to travel to accommodate temporary staffing needs, including temporary assignments or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnights may be required.

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 building client relationships.
  • General understanding of bank operations, policies, and procedures.

Language fluency: English (required).

Pay

Annual base salary: $45,760 – $54,500. Additional incentive pay is available.

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 coverage, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation (prorated based on hire date and full‑time/part‑time status), 10 sick days (prorated), and paid holidays. Depending on the position and division, employees may also be eligible for a defined‑benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Schedule

1st shift (United States). Ability to work weekends, extended hours, and occasional travel with overnights may be required.

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