Universal Banker - Carmel Commons Parkway

Truist Financial Corporation; Charlotte (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking dedicated individuals to enhance client experiences in the banking sector. This role involves providing timely and efficient service while managing client transactions and addressing financial needs. Candidates will engage with clients, educate them on digital banking solutions, and support sales activities through outbound calls. The position offers a chance to grow within a supportive environment, with opportunities for training and development. If you are passionate about client service and eager to contribute to a dynamic team, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Vacation Days

Sick Days

Qualifications

• High school diploma or equivalent required.
• Two years of teller or cash handling/client service experience.

Responsibilities

• Provide a distinctive client experience and engage clients courteously.
• Support team sales through client outreach and identify opportunities.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

Multi-tasking

PC Proficiency

Education

High School Diploma

Tools

Microsoft Office

Branch Automation Software

Job description

Job Description

Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. Deliver superior quality service by understanding and addressing clients' financial needs. Support sales and service activities, focusing on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities

1. Provide a distinctive client experience to ensure consistent service by engaging clients with courtesy, conducting transactions, and uncovering needs. Handle complex transactions with assistance as needed.
2. Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking to enhance their banking experience.
3. Support team sales by participating in client outreach through outbound calls, checking for client offers, and identifying needs or opportunities, referring clients to appropriate team members.
4. Understand the importance of IRM to deliver tailored solutions for clients.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Enhance individual and product knowledge through training and meetings to better serve clients.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Serve as secondary contact for new account openings and problem resolution, offering appropriate products and services, managing workload based on branch demands.

Qualifications

Required Qualifications:

• High school diploma or equivalent
• Two years of teller or cash handling/client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Proficiency in PC and branch automation software
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office applications
• Ability to travel for temporary staffing needs
• Availability to work weekends and extended hours, including occasional travel and overnights

Preferred Qualifications:

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

Benefits

Eligible employees working 20+ hours per week may receive medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Benefits include vacation, sick days, paid holidays, and potentially pension plans, stock units, and deferred compensation, depending on the division and position. For detailed benefits, visit our Benefits site.

Equal Opportunity Statement

Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, religion, age, sexual orientation, disability, veteran status, or other protected classes. For more info, see EEO is the Law, Pay Transparency, and E-Verify.