Universal Banker - West Broward Miami Area

Truist; Florida; On-site; USD 34,000 - 52,000; Full time

Job summary

Truist Wealth is seeking Float Universal Bankers who travel to multiple branches within their designated coverage area. You will deliver timely and accurate client transactions while providing superior service and identifying client financial needs.

You will also educate clients on digital banking, support sales and service activities, and adhere to internal controls and risk management policies. Availability for weekend hours and ongoing training are required and offered.

Qualifications

• High school diploma or equivalent education.
• Proven and consistent proficiency in teller or cash handling or client service skills.
• Good interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to use office equipment and perform basic mathematical functions.
• Willing and able to follow written and verbal instructions and work under established guidelines.
• Demonstrated ability to deliver excellent client service and provide team support.
• Availability to work Saturdays and/or extended hours.

Responsibilities

• Provides a distinctive client experience to ensure a consistent service level and accurate transactions.
• Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Supports team by making client servicing calls and presenting client offers.
• Participates in the Retail Community Bank Leadership routines.
• Completes applicable training classes and web-based learning.
• Adheres to internal controls, procedures, and risk management policies.
• Serves as contact for account maintenance and issue resolution.
• Float Bankers are assigned to multiple branches within their area and travel as needed.

Skills

Teller experience

Customer service

Communication skills

Cash handling

Team support

Education

High school diploma

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader 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 as needed. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Provides 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.
2. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
6. Adheres to internal controls, operational procedures, and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
8. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.

Required Qualifications

1. High school diploma or equivalent education
2. Proven and consistent proficiency in teller or cash handling or client service skills
3. Good interpersonal and communication skills, including a desire to interact with clients and prospects
4. Ability to use office equipment and perform basic mathematical functions
5. Willing and able to follow written and verbal instructions and work under established guidelines
6. Demonstrated ability to deliver excellent client service and provide team support
7. Availability to work Saturdays and/or extended hours

Preferred Qualifications

1. Demonstrated ability to uncover referral opportunities
2. Knowledge of advanced or complex branch transactions
3. Demonstrated ability to handle multiple priorities under time constraints
4. General understanding of bank operations, policies, and procedures

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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 classification protected by law.

Truist is a Drug Free Workplace.

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About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.