Universal Banker Greenville Area

Hbcu Connect, Llc; Easley (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist Financial in Easley, SC is seeking a Regular full-time teller/customer service professional to provide timely client transactions and exceptional service. You will help clients understand digital banking options and support outbound calling while aligning with Integrated Relationship Management (IRM) initiatives.

The role emphasizes accurate record-keeping, cross-training across sales and service activities, and adherence to policies.

Qualifications

• High school diploma or equivalent required.
• Two years teller or cash handling or client service experience preferred.
• 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 multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs and locale changes.
• Ability to work weekends and/or extended hours with possible travel or overnights.

Responsibilities

• Provide a distinctive client experience by engaging clients with courteous conversation and handling complex and standard transactions.
• Educate clients on digital and self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying needs to refer to branch team members or specialists.
• Understand the Integrated Relationship Management (IRM) concept to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines.
• Pursue training to enhance product knowledge for serving consumer and business clients.
• Adhere to internal controls and risk management policies and stay informed of policy changes.
• Serve as a secondary contact for new account openings and resolve problems; handle volume per branch demands.

Skills

Interpersonal skills

Communication

Customer service

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

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

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

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

Preferred Qualifications

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

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 Truists 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.