Universal Banker: Client Service & Sales Support

Truist Bank; United States; On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Job summary

Truist Bank is seeking a service‑oriented Teller to provide timely, accurate client transactions and maintain thorough records while safeguarding all monies.

You will deliver superior service, identify client needs, and participate in outbound outreach while supporting Integrated Relationship Management (IRM) activities. This role also involves educating clients on digital banking, collaborating with branch teams, and complying with internal controls and policies.

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 PC keyboard and software skills for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with occasional travel.

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.
• 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.

Skills

Teller experience

Customer service

Sales experience

Interpersonal skills

PC skills

Multitasking

Communication

Weekend availability

Travel for staffing

Education

High school diploma

Tools

Branch automation software

Job description

Truist Bank is seeking a service‑oriented Teller to provide timely, accurate client transactions and maintain thorough records while safeguarding all monies.

You will deliver superior service, identify client needs, and participate in outbound outreach while supporting Integrated Relationship Management (IRM) activities. This role also involves educating clients on digital banking, collaborating with branch teams, and complying with internal controls and policies.