Universal Banker - Connerton

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

Job summary

An established industry player is seeking a dedicated client service representative to enhance client experiences and support sales initiatives. This role involves engaging clients, educating them on digital banking solutions, and ensuring compliance with internal policies. Ideal candidates will possess strong interpersonal and communication skills, along with a solid background in client relationship building. Join a dynamic team where your contributions will make a significant impact on client satisfaction and service excellence. Enjoy comprehensive benefits and opportunities for professional growth in a supportive environment.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Paid Vacation

Sick Days

Holidays

Qualifications

• Two years of teller or cash handling/client service experience.
• Ability to master PC keyboard and software skills necessary for branch automation.

Responsibilities

• Provide a distinctive client experience and conduct courteous conversations.
• Educate clients on digital and self-service banking solutions.
• Support team sales process through client outreach and identifying needs.

Skills

Client Relationship Building

Sales Experience

Interpersonal Skills

Communication Skills

Multitasking

PC Proficiency

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 103

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 high-quality service by 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following are the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change over time.

1. Provide a distinctive client experience to ensure consistent service by engaging clients with a smile, conducting courteous conversations, and handling transactions while uncovering needs. Perform complex transactions with assistance as needed.
2. Educate clients on digital and self-service solutions, including ATMs, Online, and Mobile banking, to simplify banking and enhance their experience.
3. Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying needs or opportunities, referring clients to appropriate team members or specialists.
4. Understand the importance of IRM to seamlessly deliver Truist expertise and solutions tailored to clients’ needs.
5. Participate in all components of the Truist Retail Community Bank Leadership routines.
6. Advance personal and product knowledge by attending sales, service, and product training sessions and web-based learning.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes to ensure compliance.
8. Serve as a secondary contact for new account openings and problem resolution, offering relevant products and services, with 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
• Ability to master PC keyboard and software skills necessary for branch automation
• Ability to multitask under time constraints
• Proficiency in basic computer applications, such as Microsoft Office
• Ability to travel as needed for temporary staffing or locale changes
• Willingness to work weekends and extended hours, with 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
• General understanding of bank operations, policies, and procedures

Benefits

Eligible employees working 20+ hours per week are entitled to benefits including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-advantaged savings accounts, and a 401(k). Benefits vary by division and position. Teammates receive paid vacation, sick days, holidays, and may be eligible for additional plans such as pension, stock units, and deferred compensation. More details will be provided during the hiring process.