Universal Banker - Connerton

Truist Financial Corporation; Land O' Lakes (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player seeks a dedicated professional to provide exceptional client service and support sales activities in a dynamic banking environment. This role focuses on engaging clients through courteous interactions, educating them on digital solutions, and participating in outreach efforts to identify their financial needs. With a strong emphasis on relationship management, you will play a crucial part in delivering tailored solutions while adhering to compliance and operational procedures. If you are passionate about client service and eager to grow in the financial sector, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Ensure a consistent service level by engaging clients.
• Educate clients on digital banking solutions and services.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

Multi-tasking

Basic Computer Skills

Education

High School Diploma or Equivalent

Tools

PC Software

Microsoft Office

Job description

Please review the following 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, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a focus on outbound calling and supporting Integrated Relationship Management (IRM) activities.

1. Client Experience: Ensure a consistent service level by engaging clients with courteous conversation, conducting transactions, and uncovering needs. Support more complex transactions with assistance as needed.
2. Digital Education: Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking to enhance their experience.
3. Sales Support: Participate in client outreach through outbound calls, identify client needs, and refer clients to appropriate team members or specialists.
4. IRM Understanding: Understand the importance of IRM to deliver tailored solutions for clients.
5. Leadership Routine: Participate in all components of Truist Retail Community Bank Leadership routines.
6. Knowledge Development: Attend training and meetings to improve product and service knowledge.
7. Compliance: Adhere to internal controls, operational procedures, and risk management policies.
8. Account Management: Serve as secondary contact for account openings and problem resolution, offering applicable products and services.

Qualifications

Required:

• High school diploma or equivalent
• 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
• Proficiency with PC and branch automation software
• Ability to multi-task under time constraints
• Basic computer skills (Microsoft Office)
• Ability to travel and work weekends or extended hours as needed

Preferred:

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