Universal Banker - Presbyterian Plaza

Truist Financial Corporation; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

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 service, understanding clients' financial needs. Support sales and service activities, focusing on outbound calling and supporting Integrated Relationship Management (IRM).

Essential Duties and Responsibilities

1. Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs.
2. Educate clients on digital banking solutions to enhance their experience.
3. Support sales through outbound calls, checking client offers, and identifying needs.
4. Understand and support IRM to deliver tailored solutions.
5. Participate in leadership routines and training to improve service.
6. Advance knowledge of products and services through training and meetings.
7. Adhere to internal controls, procedures, and policies for compliance.
8. Serve as secondary contact for new account openings and issue resolution.

Qualifications

Required: High school diploma, 2 years of teller or client service experience, 6 months of relationship building or sales experience, excellent communication skills, proficiency in PC and software, ability to multi-task, and willingness to travel and work extended hours.

Preferred: 1 year of relationship or sales experience, knowledge of complex transactions, prospecting skills, and understanding of bank operations.

Benefits

Eligible employees working 20+ hours/week receive benefits including medical, dental, vision, life insurance, disability, savings accounts, 401k, vacation, sick days, and holidays. Additional benefits may include pension, stock units, and deferred compensation. More details are available on the Benefits site.

Equal Opportunity Statement: Truist is an EOE and Drug-Free Workplace. For more information, see the provided links.