Universal Banker - Bonita Bay

Truist; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Truist is seeking a Regular full-time retail banking professional in the United States (Florida) to deliver exceptional client experiences, promote digital banking solutions, and support sales initiatives.

The role emphasizes relationship-building, branching operations, and adherence to risk and policy guidelines. Weekend/evening availability and travel for staffing may be required as part of branch coverage.

Qualifications

• High school diploma or equivalent is required.
• Two years teller/cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills with a client-focused mindset.
• Proficiency with PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, including Microsoft Office.
• Ability to travel to accommodate staffing needs including temporary assignments or locale changes.
• Ability to work weekends and/or extended hours with occasional travel or overnight stays.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions.
• Educate clients on digital and self-service solutions (ATMs, Online/Mobile banking).
• Support the sales process by outbound outreach and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines and training.

Skills

Interpersonal skills

Multi-tasking

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

ESSENTIAL DUTIES AND 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. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our 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. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

QUALIFICATIONS

Required Qualifications

• 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 to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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 classification protected by law.

Truist is a Drug Free Workplace.

EEO is the Law

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About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust.

We serve clients in a number of high-growth markets in the country, offering a wide range of financial services.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

Learn more about Truist on truist.com.