Universal Banker - Montgomery Area

Truist Financial Corporation; Montgomery (AL); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Sick days

Job summary

Truist is seeking a customer-focused banking professional to provide timely client service and accurate transaction processing in a regular, full-time role.

You will guide clients through digital banking options, participate in outreach, and support branch sales initiatives while adhering to policies and controls. Training and schedule flexibility are expected.

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.
• Ability to master PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in Microsoft Office.
• Ability to travel for temporary staffing needs and potential weekend/extended hours.

Responsibilities

• Provide a distinctive client experience through courteous interaction and accurate handling of transactions.
• Educate clients on digital self-service banking solutions (ATMs, Online/Mobile).
• Assist in client outreach and identify needs or opportunities for branch staff.
• Understand and apply Integrated Relationship Management (IRM) for tailored client solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training and product knowledge sessions to advance knowledge.
• Adhere to internal controls, policies and risk management guidelines.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal communication

Customer service

Multi-tasking

PC keyboard skills

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 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. Performs 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. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
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:

1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
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 Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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.