Universal Banker: Relationships & Transactions

Truist; Mechanicsville (VA); Sur place; USD 46 000 - 52 000; Plein temps

Résumé du poste

Truist in Mechanicsville, Virginia is seeking a Universal Banker to provide a high-quality client experience by handling transactions, guiding customers to digital solutions, and supporting sales and IRM activities. The role emphasizes relationship-building, service excellence, and flexible scheduling.

The position requires strong communication skills, a high school diploma, and the ability to travel for temporary staffing needs.

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 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.

Responsabilités

• 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.
• 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.

Connaissances

Interpersonal communication

Sales experience

Client service

Teller/cash handling

Travel flexibility

Formation

High school diploma or equivalent

Outils

Microsoft Office

Description du poste

Truist in Mechanicsville, Virginia is seeking a Universal Banker to provide a high-quality client experience by handling transactions, guiding customers to digital solutions, and supporting sales and IRM activities. The role emphasizes relationship-building, service excellence, and flexible scheduling.

The position requires strong communication skills, a high school diploma, and the ability to travel for temporary staffing needs.