Universal Banker: Client Experience & Relationship Growth

Truist; Silver Spring (MD); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Full benefits package

Paid time off

401(k) plan

Job summary

Truist Financial Corporation seeks a Universal Banker to deliver timely client transactions and maintain accurate records while delivering superior service. You will educate clients on digital self-service options and support outbound outreach to identify needs and opportunities.

The role emphasizes IRM awareness, adherence to policies, and participation in branch leadership routines. Strong communication, multitasking, and PC skills are essential for success.

Qualifications

• High school diploma or equivalent required.
• At least 2 years teller or cash handling or client service experience.
• 6 months of client relationship building or sales experience.
• Strong interpersonal and communication skills.
• Ability to use PC keyboard and branch software.

Responsibilities

• Provide timely, accurate client transactions with courteous service.
• Educate clients on digital banking and self-service options.
• Support sales by outbound calls and referrals to specialists.
• Understand and apply Integrated Relationship Management (IRM).
• Adhere to internal controls and risk management policies.

Skills

Interpersonal communication

Multi-tasking

PC/Computer skills

Customer service

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a Universal Banker to deliver timely client transactions and maintain accurate records while delivering superior service. You will educate clients on digital self-service options and support outbound outreach to identify needs and opportunities.

The role emphasizes IRM awareness, adherence to policies, and participation in branch leadership routines. Strong communication, multitasking, and PC skills are essential for success.