Universal Banker- Columbia

Universal Banker - Columbia

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Position Overview:

Provide timely and efficient completion of client transactions while maintaining accurate records and ensuring 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.

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with a friendly demeanor, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Perform 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 experience.
• Support the team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities, then referring the client to the appropriate branch team members or specialists.
• Understand the importance of Integrated Relationship Management (IRM) to 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 a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handle a proportionate volume of work based on branch demands.

• Required
  :
  • 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; occasional travel and overnights may be included
• Preferred
  :
  • 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

All regular teammates working 20 hours or more per week are eligible for benefits. Benefits may include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan. Teammates also receive a minimum of 10 days of vacation (prorated based on date of hire and part‑time/full‑time status), 10 sick days, and paid holidays. Additional benefits may be available depending on the division, including a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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 classifications protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify. IER. Right to Work.