Universal Banker - Vestavia

Truist Financial Corporation; Vestavia Hills (AL); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading financial institution is seeking a dedicated individual to provide exceptional service and support client transactions. The role involves engaging with clients, educating them on banking solutions, and assisting with sales processes. Ideal candidates will have strong interpersonal skills and a commitment to client satisfaction. Opportunities for training and development are provided to enhance your banking knowledge and service delivery.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Sick Days

Holidays

Qualifications

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

Responsibilities

• Provide a distinctive client experience by engaging clients and conducting transactions.
• Educate clients on digital banking solutions and support team sales processes.

Skills

Communication

Interpersonal Skills

Client Relationship Building

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

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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

1. 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. Perform more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. 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.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. 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.
7. Adhere to internal controls, operational procedures and risk management policies. Stay informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handle proportionate volume of work based on branch demands.

Qualifications

Required 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 master personal computer (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required, including temporary assignments or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights

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

Benefits

All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid vacation, sick days, and holidays. For more details, visit our Benefits site. Benefits may include a pension plan, restricted stock units, and deferred compensation plans depending on the position and division.

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 protected classifications. Truist is a Drug Free Workplace.

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