Universal Banker - Vestavia

Truist Financial Corporation; Vestavia Hills (AL); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading financial institution is seeking a dedicated client service representative to enhance client relationships and ensure efficient transaction handling. The role involves educating clients on banking solutions and supporting sales initiatives. Ideal candidates will have strong interpersonal skills and a background in client service or sales. Join a dynamic team committed to delivering exceptional service and advancing your career in the financial sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k)

Qualifications

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

Responsibilities

• Provide timely and efficient completion of client transactions.
• Support sales and service activities including outbound calling.
• Educate clients on digital and self-service solutions.

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 ensuring 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 Integrated Relationship Management (IRM) initiatives.

Essential Duties and Responsibilities:

1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, and conducting transactions, both complex and standardized, while uncovering needs. Perform complex transactions with assistance as necessary.
2. Educate clients on digital and self-service solutions, including ATMs, Online and Mobile banking, to enhance their banking experience.
3. Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities, referring clients to appropriate team members or specialists.
4. Understand the importance of IRM to seamlessly deliver Truist expertise and solutions tailored to clients’ needs.
5. Participate in all components of the Truist Retail Community Bank Leadership routines.
6. Advance individual and product knowledge by attending sales, service, and product training sessions, including web-based learning.
7. Adhere to internal controls, operational procedures, and risk management policies, staying informed of policy changes to ensure compliance.
8. Serve as secondary contact for new account openings and problem resolution, offering relevant products and services, and handling work proportionate to branch demands.

Qualifications:

Required:

• High school diploma or equivalent
• Two years of teller, cash handling, or client service experience
• Six months of client relationship building or sales experience
• Excellent interpersonal and communication skills
• Proficiency with PC keyboard and branch automation software
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office applications
• Ability to travel for staffing needs, including temporary assignments or locale changes
• Availability to work weekends and extended hours, with possible travel and overnight stays

Preferred:

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

Benefits:

Eligible employees working 20+ hours/week may receive benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401(k). Benefits details vary by division and position. Additional benefits may include pension plans, restricted stock units, and deferred compensation. More information is available during the hiring process.