Universal Banker - Gaithersburg

Truist Financial; Gaithersburg (MD); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Truist Financial in the United States is seeking a Universal Banker to provide high-quality client service, complete transactions, and promote digital banking solutions. You will participate in outbound calling and sales activities while supporting Integrated Relationship Management (IRM) to tailor financial solutions for customers.

This role emphasizes teamwork, adherence to policies, and flexibility for scheduling with potential travel or shifts.

Qualifications

• High school diploma or equivalent education.
• Two years teller, cash handling, or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills for client interaction.
• Ability to use PC keyboard and software for branch operations.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications like Microsoft Office.
• Willingness to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Deliver a distinctive client experience through courteous conversations and efficient transactions.
• Educate clients on digital banking options to enhance service.
• Support sales by outbound calls and identifying client needs.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls, procedures, and risk policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Client service

Sales mindset

Interpersonal communication

Multi-tasking

Office software

Tools

Microsoft Office

Branch automation software

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Please review the following job description:

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 clients financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. 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. Performs more complex transactions with assistance as necessary.
• 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• 3. 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.
• 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients unique needs.
• 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• 6. 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.
• 7. 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.
• 8. 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.

QUALIFICATIONS

Required Qualifications:

• 1. High school diploma or equivalent education
• 2. Two years of teller or cash handling or client service experience
• 3. Six months of client relationship building or sales experience
• 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
• 6. Ability to multi-task under time constraints
• 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

• 1. One year of client relationship building or sales experience
• 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
• 3. Experience with sourcing and prospecting for new clients and client relationship building
• 4. General understanding of bank operations, policies and procedures

Universal Banker

• The annual base salary for this position is $45,760-$54,500.
• Additional incentive pay is available for this position.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).