Universal Banker - Wesley Chapel

Artis Senior Living; Matthews (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Universal Banker to join their team. This role is essential for delivering exceptional client service and managing financial transactions efficiently. You'll engage with clients, understand their needs, and provide tailored solutions, all while adhering to compliance and operational procedures. With opportunities for growth and development, this position offers a chance to enhance your skills in a supportive environment. If you're passionate about client relationships and thrive in a dynamic setting, this could be the perfect opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k

Paid Time Off

Qualifications

• High school diploma or equivalent education required.
• Two years of client service experience preferred.

Responsibilities

• Provide timely and efficient completion of client transactions.
• Educate clients on digital banking solutions.

Skills

Client Relationship Management

Cash Handling

Communication Skills

Multi-tasking

Basic Computer Applications

Education

High School Diploma

Tools

Microsoft Office

Job description

Join to apply for the Universal Banker - Wesley Chapel role at Artis Senior Living.

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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

• 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. Performs more complex transactions with assistance as necessary.
• 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. Stay 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. 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
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• 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

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 include medical, dental, vision, life insurance, disability, savings accounts, 401k, paid time off, and more. Truist is an Equal Opportunity Employer and a Drug-Free Workplace.