Universal Banker- Carroll/N Baltimore Area

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

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Vacation and sick leave

Job summary

Truist Wealth seeks an Universal Banker to deliver a distinctive client experience, handle transactions, and identify client financial needs. You will educate clients on digital banking and support sales via outbound calls, while embracing Integrated Relationship Management (IRM) to deliver Truist expertise.

Responsibilities include assisting with new accounts, adhering to controls, and participating in leadership routines, with flexibility for varied hours and occasional travel.

Qualifications

• High school diploma or equivalent.
• Two years teller or cash handling or client service experience.
• Six months client relationship 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.
• Proficient in Microsoft Office applications.
• Ability to travel to accommodate staffing needs.
• Weekend and/or extended hours with occasional travel

Responsibilities

• Provide a distinctive client experience by handling transactions and identifying needs.
• Educate clients on digital self-service solutions including ATMs and Online/Mobile banking.
• Support team sales through outbound calls and referrals.
• Understand Integrated Relationship Management (IRM) concepts.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge via training and meetings.
• Adhere to internal controls and policies.
• Serve as secondary contact for new accounts and problem resolution

Skills

Customer service

Interpersonal skills

Multi-tasking

PC proficiency

Sales support

Outbound calling

Travel flexibility

Weekend hours

Education

High school diploma

Tools

Microsoft Office

Job description

Universal Banker

The annual base salary for this position is $45,760-$52,500. Additional incentive pay is available for this position.

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

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. 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.
• 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• 3. 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.
• 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• 6. 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.
• 7. 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.
• 8. 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

• 1. High school diploma or equivalent education
• 2. Two years of teller or cash handling or client service experience
• 3. Six months of client relationship building or sales experience
• 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
• 6. Ability to multi-task under time constraints
• 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications

• 1. One year of client relationship building or sales experience
• 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
• 3. Experience with sourcing and prospecting for new clients and client relationship building
• 4. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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 E-Verify IER Right to Work 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.