Universal Banker
Not Disclosed•Full-TimeOn-site
location_on15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
About the Role
This position serves as a vital link between Truist and its clients, dedicated to providing timely and efficient completion of transactions while maintaining accurate records and the proper handling of all monies. The role goes beyond standard teller duties to deliver superior quality service by identifying and understanding the client's financial needs. You will be cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities to ensure seamless delivery of Truist expertise.
Day in the Life
You will engage clients with a distinctive experience, facilitating courteous conversations and conducting both complex and standardized transactions. A key part of your day involves educating clients on digital and self-service solutions, such as ATMs, online banking, and mobile apps, to enhance their service experience. You will actively support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying opportunities to fulfill needs or refer clients to appropriate specialists. Additionally, you will serve as a secondary contact for new account openings and problem resolution, handling a proportionate volume of work based on branch demands while adhering to internal controls and risk management policies.
Application Instructions
To apply for this position, click the Apply Now button located at the top or bottom of this page. After clicking Apply Now and completing your application, you will be invited to create a profile. This profile will allow you to view your application status and receive any communications regarding your candidacy. If you already have a profile with Truist, you can simply log in to check your status.
Accessibility and Accommodations
If you have a disability and require assistance with the application process, you may request a reasonable accommodation. Please send an email to the Accessibility team (accommodation requests only; other inquiries will not receive a response).
Our Commitment to Diversity
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classifications protected by law. We are also a Drug Free Workplace.
Work location
Work model: On-site
15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
Miami Beach, Florida
Key Responsibilities
- check_circleProvide timely and efficient completion of client transactions while maintaining accurate records
- check_circleServe as secondary contact for new account openings and problem resolution
- check_circleParticipate in leadership routines and attend training to advance product knowledge
- check_circleEducate clients on digital self-service solutions including ATMs, online, and mobile banking
- check_circleSupport team sales processes through outbound calls and identifying client opportunities
- check_circleAdhere to internal controls, operational procedures, and risk management policies
- check_circleEngage clients with courteous conversation to uncover financial needs and deliver distinctive 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
