Universal Banker - Hikes Point

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

Job summary

An established industry player is seeking dedicated individuals to provide exceptional client service in a dynamic banking environment. This role focuses on delivering a distinctive client experience, engaging in complex transactions, and fostering strong client relationships. Candidates will benefit from comprehensive training and opportunities for professional growth. With a commitment to operational excellence, the organization values teamwork and client satisfaction, ensuring that employees are equipped to meet diverse financial needs. Join a forward-thinking team that prioritizes client engagement and continuous improvement.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Holidays

Vacation Days

Sick Days

Qualifications

• Two years of teller or cash handling experience required.
• Excellent communication skills are essential for client interaction.

Responsibilities

• Provide a distinctive client experience through engaging interactions.
• Educate clients on digital banking solutions to enhance their experience.

Skills

Client Relationship Building

Sales Experience

Interpersonal Skills

Communication Skills

Microsoft Office Proficiency

Multi-tasking

Education

High School Diploma or Equivalent

Tools

Personal Computer Skills

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 a proportionate volume of work based on branch demands.

Qualifications

Required Qualifications:

• High school diploma or equivalent
• 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, including temporary assignments or 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 relationship building
• 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 401(k) plan. Teammates receive at least 10 days of vacation (prorated), 10 sick days, and paid holidays. For more details, visit our Benefits site. Depending on the position, division, and full-time or part-time status, additional benefits such as pension plans, restricted stock units, or deferred compensation may be available.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, age, religion, disability, veteran status, or other protected classes. Truist is a Drug-Free Workplace.

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