Universal Banker - Madison

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

Job summary

An established industry player is seeking dedicated individuals to enhance client experiences through exceptional service and support. In this role, you will engage with clients, assist with complex transactions, and educate them on digital banking solutions. You'll be part of a collaborative team, committed to understanding and fulfilling client needs while adhering to operational procedures. This opportunity offers a chance to grow your skills in a supportive environment, with comprehensive benefits and a focus on professional development. If you're passionate about client service and eager to make a difference, this position is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Sick Days

Paid Holidays

Qualifications

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

Responsibilities

• Provide distinctive client experiences through engaging interactions.
• Educate clients on digital banking solutions and services.

Skills

Client Relationship Building

Sales Experience

Interpersonal Skills

Communication Skills

Multi-tasking

Education

High School Diploma

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 a 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
• Availability to work weekends and extended hours, with possible 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 sourcing and prospecting for new clients and building client relationships
• 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-advantaged savings accounts, and a 401k plan. Employees receive at least 10 days of vacation, 10 sick days, and paid holidays. Additional benefits may include a pension plan, restricted stock units, and deferred compensation, depending on the position and division. For more details, visit our Benefits site.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.