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Universal Banker

2 months ago

Dallas, Texas, United States Truist Full time
Job Summary

We are seeking a highly skilled and customer-focused Universal Banker to join our team at Truist. As a Universal Banker, you will be responsible for providing exceptional client service, handling client transactions, and promoting financial products and services.

Key Responsibilities
  • Provide timely and efficient completion of client transactions, maintaining accurate records and thorough handling of all monies assigned.
  • Deliver superior quality service, identifying and understanding clients' financial needs, and cross-trained to support sales and service activities.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
  • 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 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, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
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.
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

Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays.

Equal Employment Opportunity

Truist is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.