Client-Focused Universal Banker: Relationship & Sales

Truist; Baltimore (MD); On-site; USD 46,000 - 53,000; Full time

Job summary

Truist is seeking a Universal Banker in the United States who delivers a high-quality client experience, educates customers on digital banking channels, and supports sales and service activities. The role emphasizes relationship-building and adherence to risk controls while handling standard and complex transactions.

The position offers a regular full-time schedule with incentive potential. Base salary ranges from $45,760 to $52,500 annually, with comprehensive benefits and ongoing training

Qualifications

• High school diploma or equivalent
• 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
• Ability to master PC keyboard and software for branch automation
• Ability to multi-task under time constraints
• Proficiency in basic computer applications (Microsoft Office)
• Ability to travel for temporary staffing needs
• Willingness to work weekends and/or extended hours

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in all components of the established Truist Retail Community Bank Leadership routines.
• Advance product knowledge through training meetings and web-based learning to better serve clients.
• Adhere to internal controls, procedures and risk management policies and stay informed of policy changes.
• Serve as secondary contact for new account openings and problem resolution, offering products and services to clients and prospects.

Skills

Customer service

Interpersonal skills

Microsoft Office

Multi-tasking

PC skills

Education

High school diploma or equivalent

Tools

Branch automation software

Job description

Truist is seeking a Universal Banker in the United States who delivers a high-quality client experience, educates customers on digital banking channels, and supports sales and service activities. The role emphasizes relationship-building and adherence to risk controls while handling standard and complex transactions.

The position offers a regular full-time schedule with incentive potential. Base salary ranges from $45,760 to $52,500 annually, with comprehensive benefits and ongoing training