Universal Banker - Mayfair Plaza

Truist Financial Corporation; Cary (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading financial institution in North Carolina is seeking a Client Service Representative to provide superior service and assist with client transactions. The role involves engaging clients, educating them on services, and supporting sales activities. Ideal candidates will have strong interpersonal skills, a high school diploma, and experience in client service. Eligible employees will enjoy comprehensive benefits including medical, dental, and retirement plans.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Vacation

Sick Days

Holidays

Qualifications

• Two years of teller or cash handling/client service experience.
• Six months of client relationship building or sales experience.

Responsibilities

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

Skills

Interpersonal Skills

Communication Skills

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch Automation Software

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 focus on outbound calling and supporting Integrated Relationship Management (IRM) activities.

Essential Duties and Responsibilities

1. Provide a distinctive client experience by engaging clients with smiling, courteous conversation, and conducting transactions while uncovering needs. Perform complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying needs or opportunities, referring clients to appropriate team members or specialists.
4. Understand the importance of IRM to deliver tailored solutions for clients’ needs.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Advance individual and product knowledge through meetings, training, and web-based learning.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Serve as secondary contact for new account openings and problem resolution, offering products and services, handling work volume based on branch demands.

Qualifications

Required:

• High school diploma or equivalent
• Two years of teller or cash handling/client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Proficiency with PC and branch automation software
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office
• Ability to travel for staffing needs
• Availability to work weekends/extended hours

Preferred:

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

Benefits

Eligible employees working 20+ hours/week may receive medical, dental, vision, life insurance, disability, savings accounts, 401k, vacation, sick days, and holidays. Additional benefits may include pension plans, stock units, or deferred compensation, depending on the division. Further details will be provided during the hiring process.

Equal Opportunity Employment

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