Client-Centric Universal Banker

Gamma Phi Omega International; Fallston, Northern (MD, KY); Hybrid; USD 46,000 - 53,000; Full time

Job summary

The Universal Banker position at Truist Financial Corporation focuses on delivering timely and accurate client transactions, maintaining records, and understanding clients' financial needs. You will educate clients on digital self‑service tools, participate in outbound outreach, and support Integrated Relationship Management (IRM) to deliver tailored solutions.

The role requires a high school diploma, 2 years teller or service experience, and flexibility to work weekends and travel as needed;

Qualifications

• High school diploma or equivalent required.
• Two years teller, cash handling, or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel for temporary staffing needs and locale changes.
• Weekend and/or extended hours with possible travel/overnights.

Responsibilities

• Provide a distinctive client experience with courteous conversation while handling complex and standardized transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales through outbound calls and identify client needs or opportunities.
• Understand Integrated Relationship Management (IRM) and deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines and training.
• Maintain knowledge of policies, procedures, and internal controls for compliance.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal communication

Multitasking

PC/Software skills

Travel willingness

Weekend/extended hours flexibility

Customer service experience

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

The Universal Banker position at Truist Financial Corporation focuses on delivering timely and accurate client transactions, maintaining records, and understanding clients' financial needs. You will educate clients on digital self‑service tools, participate in outbound outreach, and support Integrated Relationship Management (IRM) to deliver tailored solutions.

The role requires a high school diploma, 2 years teller or service experience, and flexibility to work weekends and travel as needed;