Universal Banker - Pineville *Saturday Required*

Truist Financial Corporation; Pineville (NC); Presencial; USD 21.000 - 28.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Sick days

Descripción de la vacante

Truist in Pineville, NC seeks an customer-focused professional to provide timely and accurate client transactions and superior service while identifying financial needs. You will educate clients on digital banking and support outbound outreach to uncover opportunities.

The role emphasizes IRM collaboration, sales support, and adherence to controls, with flexibility for weekends and variable hours to meet branch needs. Strong communication is essential.

Formación

• 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 PC keyboard and software needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel for temporary staffing needs; may include locale changes.
• Ability to work weekends and/or extended hours with occasional travel or overnights.

Responsabilidades

• Provide a distinctive client experience with courteous conversation and accurate handling of transactions; assist with complex transactions.
• Educate clients on digital self‑service solutions (ATMs, Online/Mobile banking) to enhance service experience.
• Support sales by outbound client outreach, identifying needs, and referring to branch team members or specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines and training activities.
• Attend product knowledge meetings and required training to advance knowledge.
• Adhere to internal controls and policies to ensure compliance with guidelines.
• Serve as secondary contact for new accounts and problem resolution, handling workloads as branch demands.

Conocimientos

Interpersonal skills

Communication skills

Multitasking

PC proficiency

Educación

High school diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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

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.

• 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.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• 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.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• 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.
• 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.
• 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.

• 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
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications

• One year of client relationship building or sales experience
• Knowledge of advanced or complex branch transactions, risk management and loss prevention
• Experience with sourcing and prospecting for new clients and client relationship building
• 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.

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