Universal Banker - Keith Bridge

Truist Financial; Cumming (GA); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist Financial in Cumming, GA is seeking a Regular teller to provide timely client transactions, maintain accurate records, and deliver a superior client experience. The role includes cross-training to assist with sales and outbound calling, plus contributions to Integrated Relationship Management (IRM) activities.

Essential duties cover handling complex and standard transactions, educating clients on digital channels, and supporting branch team initiatives while adhering to internal controls

Qualifications

• High school diploma or equivalent education required.
• 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.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Willingness to travel for temporary staffing or locale changes.
• Ability to work weekends and/or extended hours with occasional travel/overnights.

Responsibilities

• Provide a distinctive client experience with courteous conversations and complex/standard transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales through outbound client outreach and referrals to branch teams.
• Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in branch leadership routines and sales/product knowledge training.
• Maintain internal controls and comply with policies and procedures.
• Serve as secondary contact for new accounts and problem resolution, assisting clients and prospects.

Skills

Customer service

Interpersonal skills

Multitasking

Time management

PC skills

Communication skills

Outbound calling

Adaptive learning

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.