Universal Banker - University & Honore

Truist Financial Corporation; Orlando (FL); On-site; USD 30,000 - 45,000; Full time

Job summary

A leading financial institution is seeking a dedicated client service representative to enhance client relationships and provide exceptional service. The role involves managing transactions, educating clients on digital banking, and supporting sales initiatives. Ideal candidates will have strong interpersonal skills and experience in client service. This position offers comprehensive benefits and opportunities for professional growth.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Vacation

Sick Days

Holidays

Qualifications

• Two years of teller or client service experience.
• Six months of client relationship or sales experience.

Responsibilities

• Provide a distinctive client experience with transactions and uncovering needs.
• Educate clients on digital banking solutions.
• Support sales by participating in client outreach.

Skills

Interpersonal Skills

Communication Skills

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 103

Job Description:

Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. Deliver superior quality service by identifying and understanding the client’s financial needs. Support sales and service activities, including outbound calling and supporting Integrated Relationship Management (IRM) initiatives.

Essential Duties and Responsibilities:

1. Provide a distinctive client experience with courteous conversation, conducting transactions, and uncovering needs, including complex transactions with assistance.
2. Educate clients on digital and self-service banking solutions such as ATMs, Online, and Mobile banking.
3. Support sales by participating in client outreach, checking for offers, and identifying client needs or opportunities, referring clients to appropriate team members.
4. Understand and support the implementation of Integrated Relationship Management (IRM) to deliver tailored solutions.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Enhance knowledge of products and services through training and meetings to better serve clients.
7. Adhere to internal controls, operational procedures, and risk policies, staying informed of updates.
8. Serve as secondary contact for new accounts and problem resolution, offering relevant products and services based on branch demand.

Qualifications:

Required:

• High school diploma or equivalent
• Two years of teller or client service experience
• Six months of client relationship or sales experience
• Excellent interpersonal and communication skills
• Proficiency with PC and branch software
• Ability to multi-task and work under time constraints
• Basic computer skills, including Microsoft Office
• Willingness to travel and work extended hours, including weekends

Preferred:

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

Benefits:

Eligible employees working 20+ hours per week are offered benefits including medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Additional benefits may include vacation, sick days, holidays, and possibly pension plans or stock options, depending on the position and division. More details are available on the Benefits site.