Universal Banker - Highway 150

Truist Financial Corporation; Hoover (AL); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to deliver exceptional service and support to clients. This role involves conducting transactions, educating customers on digital banking solutions, and actively participating in sales outreach. The ideal candidate will possess strong interpersonal and communication skills, along with the ability to multitask in a fast-paced environment. Join a forward-thinking company that values teamwork and offers comprehensive benefits, including medical, dental, and retirement plans, while providing opportunities for professional growth and development.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401k Plan

Vacation Days

Sick Days

Paid Holidays

Qualifications

• Two years of teller or cash handling experience required.
• Excellent communication and interpersonal skills are essential.
• Ability to work weekends and extended hours as needed.

Responsibilities

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

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

Multi-tasking

Basic Computer Applications

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

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 client’s 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. Perform 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. Stay informed of all changes in policies and procedures to ensure compliance.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handle proportionate volume of work based on branch demands.

Qualifications

Required Qualifications:

• High school diploma or equivalent education
• 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, including a desire to interact with clients and prospects
• Ability to master personal computer (PC) keyboard and software skills necessary 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 occasional locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights

Preferred Qualifications:

• One year of client relationship building or sales experience
• Knowledge of advanced or complex branch transactions, risk management and loss prevention
• Experience with sourcing and prospecting for new clients and client relationship building
• 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 receive at least 10 days of vacation, 10 sick days, and paid holidays, prorated based on hire date and full-time/part-time status. Additional benefits may include a pension plan, restricted stock units, and deferred compensation plans, depending on the position and division. More details will be provided during the hiring process.

Truist is an Equal Opportunity Employer that does not discriminate on various protected bases and is a Drug Free Workplace.