Universal Banker Float - North Central Dallas

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

Job summary

An established industry player is seeking Float Universal Bankers to deliver exceptional client service across multiple branches. This role involves engaging clients, educating them on digital banking solutions, and supporting various banking operations. Ideal candidates will possess strong interpersonal and communication skills, alongside a commitment to excellence in client service. With a focus on teamwork and adaptability, this position offers a unique opportunity to thrive in a dynamic banking environment while receiving comprehensive benefits. If you are passionate about helping clients and eager to advance your career, this role is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Time Off

Holidays

Qualifications

• Proven proficiency in teller or cash handling.
• Ability to follow written and verbal instructions.

Responsibilities

• Provide superior client service while completing transactions.
• Educate clients on digital banking solutions.
• Support multiple branches as assigned.

Skills

Client Service Skills

Cash Handling

Interpersonal Skills

Communication Skills

Mathematical Functions

Education

High School Diploma

Job description

Please review the following job description:

Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader. 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 as needed.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Provides 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. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
6. Adheres to internal controls, operational procedures, and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
8. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.

Qualifications

Required Qualifications:

• High school diploma or equivalent education
• Proven and consistent proficiency in teller or cash handling or client service skills
• Good interpersonal and communication skills, including a desire to interact with clients and prospects
• Ability to use office equipment and perform basic mathematical functions
• Willing and able to follow written and verbal instructions and work under established guidelines
• Demonstrated ability to deliver excellent client service and provide team support
• Availability to work Saturdays and/or extended hours

Preferred Qualifications:

• Demonstrated ability to uncover referral opportunities
• Knowledge of advanced or complex branch transactions
• Demonstrated ability to handle multiple priorities under time constraints
• General understanding of bank operations, policies, and procedures

Benefits: All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid time off and holidays. For more details, visit our Benefits site.

Equal Opportunity Employer statement and other legal notices.