Universal Banker - Lost River

Truist Financial Corporation; Bowling Green (KY); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to enhance client interactions and support banking operations. This role emphasizes delivering superior service, understanding client needs, and facilitating transactions with accuracy. You will engage with clients, educate them on digital banking tools, and support sales activities through outbound calling. The position offers a chance to develop your skills in a dynamic environment while contributing to a team dedicated to client satisfaction. If you are passionate about providing exceptional service and building client relationships, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Savings Plan

Pension Plans

Stock Units

Deferred Compensation

Qualifications

• Two years of teller or cash handling experience required.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Provide a distinctive client experience with friendly service.
• Educate clients on digital banking solutions and enhance their experience.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Multi-tasking

Sales Experience

Education

High School Diploma or Equivalent

Tools

PC and Software Applications

Job description

Please review the following job description:

Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. Deliver superior quality service by understanding and addressing clients' financial needs. Cross-train to support sales and service activities, focusing on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities:

1. Provide a distinctive client experience, ensuring consistent service by engaging clients with a friendly demeanor, conducting transactions, and uncovering needs. Handle complex transactions with assistance as needed.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their banking experience.
3. Support the sales process by participating in outreach through outbound calls, checking for client offers, and identifying needs to refer clients to appropriate team members.
4. Understand and support the implementation of IRM to deliver tailored solutions for clients.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Enhance personal and product knowledge through training and meetings to better serve clients.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of updates.
8. Serve as secondary contact for new account openings and problem resolution, offering relevant products and services. Manage workload based on branch demands.

Qualifications:

Required:

• 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
• Proficiency in PC and software applications
• Ability to multi-task under time constraints
• Ability to travel for staffing needs and work weekends or extended hours as required

Preferred:

• One year of client relationship building or sales experience
• Knowledge of complex branch transactions, risk management, and loss prevention
• Experience sourcing and prospecting for new clients
• Understanding of bank operations, policies, and procedures

Benefits: Eligible employees working 20+ hours/week can access medical, dental, vision, life insurance, disability, savings plans, and a 401k. Benefits details are available on our Benefits site. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the position.

Equal Opportunity Statement: Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, age, disability, or other protected classes. For more info, see EEO is the Law, Pay Transparency, and E-Verify.