Universal Banker

About the Role

This position serves as a vital link between Truist and our clients, dedicated to providing timely and efficient completion of transactions while maintaining the highest standards of accuracy and security. The role goes beyond standard teller duties; it is designed to deliver superior quality service by actively identifying and understanding the client's financial needs. You will be cross-trained to support sales and service activities, with a specific focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities to ensure seamless delivery of Truist expertise.

In this role, you will engage clients with a distinctive experience, facilitating courteous conversations and conducting both complex and standardized transactions. You will play a key part in educating clients on digital and self-service solutions, such as ATMs, online banking, and mobile apps, to enhance their overall service experience. Additionally, you will support the team sales process by participating in client outreach, checking for offers, and referring clients to appropriate specialists when unique needs are identified.

Application Process

To apply for this position, please click the Apply Now button located at the top or bottom of this page. After submitting your application, you will be invited to create a profile. This profile will allow you to track your application status and receive any communications regarding your candidacy. If you already have a profile with Truist, you may simply log in to check your status.

Accessibility

If you have a disability and require assistance with the application process, you may request a reasonable accommodation. Please send an email to our Accessibility team (accommodation requests only; other inquiries will not receive a response).

Our Commitment to Diversity

Truist is an Equal Opportunity Employer. We do not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law. We are also a Drug Free Workplace committed to maintaining a safe and inclusive environment for all teammates.

Work location

Work model: On-site

577, Mallard Avenue, Durham, Durham County, North Carolina, 27701, United States

Durham, North Carolina

Key Responsibilities

check_circleConduct complex and standardized client transactions while maintaining accurate records
check_circleEducate clients on digital self-service solutions including ATMs and mobile banking
check_circleServe as secondary contact for new account openings and problem resolution
check_circleSupport sales processes through outbound calling and identifying client opportunities
check_circleParticipate in Integrated Relationship Management activities to deliver tailored solutions
check_circleAdhere to internal controls, operational procedures, and risk management policies
check_circleEngage clients to identify financial needs and provide distinctive service experiences

Requirements

verifiedHigh school diploma or equivalent education
verifiedTwo years of teller or cash handling or client service experience
verifiedSix months of client relationship building or sales experience
verifiedProficiency in Microsoft Office software
verifiedAbility to travel for temporary staffing needs
verifiedAbility to work weekends and/or extended hours
verifiedEnglish language fluency

Nice to Have

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 & Perks

check_circleMedical, dental, vision, life, disability, and accidental death insurancecheck_circleTax-preferred savings accounts and 401k plancheck_circleNo less than 10 days of vacation and 10 sick days in the first yearcheck_circlePaid holidaysPotential eligibility for defined benefit pension plan, restricted stock units, and deferred compensation plan

Skills, education and keywords

Skills: English, Microsoft Office, Risk Management, Loss Prevention, Bank Operations.

Education: High school diploma or equivalent education required.

Frequently asked questions about Universal Banker at Truist

What does a Universal Banker at Truist do?expand_more

A Universal Banker at Truist is responsible for the following: Conduct complex and standardized client transactions while maintaining accurate records; Educate clients on digital self-service solutions including ATMs and mobile banking; Serve as secondary contact for new account openings and problem resolution; and Support sales processes through outbound calling and identifying client opportunities.

What are the requirements for this Universal Banker role?expand_more

To qualify for the Universal Banker at Truist position, applicants should have: 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; Proficiency in Microsoft Office software; Ability to travel for temporary staffing needs; and Ability to work weekends and/or extended hours.

Where is the Universal Banker role at Truist located?expand_more

Universal Banker at Truist is based in 577, Mallard Avenue, Durham, Durham County, North Carolina, 27701, United States. This is a on-site role.

Is this Universal Banker job remote, hybrid, or on-site?expand_more

Truist has listed this Universal Banker role as on-site.

How much experience is required for this Universal Banker role?expand_more

Universal Banker at Truist typically requires 2+ years of relevant experience at the entry level level.

What skills do you need for the Universal Banker role at Truist?expand_more

Key skills for Universal Banker at Truist include English; Microsoft Office; Risk Management; Loss Prevention; and Bank Operations.

What education is required for Universal Banker at Truist?expand_more

Educational requirements for this role: High school diploma or equivalent education required.

What category does the Universal Banker role belong to?expand_more

Universal Banker at Truist is part of the accounting & finance job category on Recrutus.