Universal Banker - Broward - Lauderdale Lakes

Artis Senior Living; Fort Lauderdale (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Universal Banker to provide exceptional client service and support sales activities. This role involves engaging clients in meaningful conversations, completing transactions efficiently, and understanding their financial needs. With a focus on enhancing the client experience through digital banking solutions, you will also participate in training and leadership routines to improve service knowledge. If you're passionate about client relationships and eager to contribute to a dynamic team, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k

Paid Time Off

Qualifications

• Two years of teller or client service experience required.
• Excellent interpersonal and communication skills are essential.

Responsibilities

• Provide a distinctive client experience through courteous conversation.
• Support sales processes and educate clients on digital banking solutions.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Management

Sales Skills

Multi-tasking

Education

High School Diploma or Equivalent

Tools

Branch Automation Software

Microsoft Office

Job description

Join to apply for the Universal Banker - Broward - Lauderdale Lakes role at Artis Senior Living.

4 weeks ago Be among the first 25 applicants.

Join to apply for the Universal Banker - Broward - Lauderdale Lakes role at Artis Senior Living.

The position involves providing timely and efficient client transaction completion, maintaining accurate records, and handling all monies properly. Deliver superior service by understanding clients' financial needs and supporting sales and service activities, including outbound calls and IRM support.

Essential Duties and Responsibilities

• Provide a distinctive client experience, engaging clients with courteous conversation, conducting transactions, and uncovering needs.
• Educate clients on digital banking solutions to enhance their experience.
• Support sales processes through outbound outreach and client needs assessments.
• Understand and support Integrated Relationship Management (IRM).
• Participate in leadership routines and training to improve service and product knowledge.
• Adhere to internal controls, operational procedures, and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Qualifications

Required Qualifications

• High school diploma or equivalent
• Two years of teller or client service experience
• Six months of client relationship or sales experience
• Excellent interpersonal and communication skills
• Proficiency with PC keyboard and branch automation software
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office
• Willingness to travel and work extended hours, including weekends

Preferred Qualifications

• One year of client relationship or sales experience
• Knowledge of complex branch transactions and risk management
• Experience sourcing and prospecting for new clients
• Understanding of bank operations and policies

Benefits include medical, dental, vision, life insurance, disability, savings accounts, 401k, paid time off, and more. Truist is an Equal Opportunity Employer and a Drug-Free Workplace.