Universal Banker - Valley Hills

Truist Financial Corporation; Hickory (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to enhance client experiences through effective communication and transaction handling. This role involves educating clients on digital banking solutions, supporting sales activities, and ensuring adherence to operational procedures. If you thrive in a fast-paced environment and are passionate about delivering superior service, this opportunity is perfect for you. Join a team that values client relationships and offers a comprehensive benefits package, including medical, dental, and a 401k plan, making it a rewarding place to grow your career.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Pension Plans

Stock Units

Deferred Compensation

Qualifications

• High school diploma required; two years of teller or client service experience.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Provide a distinctive client experience with transactions and uncovering needs.
• Support team sales through outbound calls and identifying client opportunities.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Building

Sales Experience

PC Proficiency

Microsoft Office

Multi-tasking

Education

High School Diploma

Tools

Microsoft Office

Job description

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

Essential Duties and Responsibilities

1. Provide a distinctive client experience with courteous conversation and conducting transactions, uncovering needs, and performing complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online, and Mobile banking.
3. Support team sales through outbound calls, checking client offers, and identifying client needs or opportunities for referral.
4. Understand and support the delivery of Truist’s IRM solutions for clients’ needs.
5. Participate in all components of Truist Retail Community Bank Leadership routines.
6. Advance individual and product knowledge through training and meetings.
7. Adhere to internal controls, operational procedures, and risk management policies.
8. Serve as secondary contact for new account openings and problem resolution, handling a proportionate volume of work based on branch demands.

Qualifications

Required:

• High school diploma or equivalent
• Two years of teller or client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Proficiency in PC and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office
• Ability to travel and work weekends or extended hours as needed

Preferred:

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

Benefits

Eligible employees working 20+ hours/week may receive benefits including medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Benefits details vary by division and position. Additional benefits may include pension plans, stock units, and deferred compensation. Further details will be provided during the hiring process.

Equal Opportunity Statement

Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, age, religion, or other protected categories. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify