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Universal Banker - West Market

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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
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. 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.
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.  Stays 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.  Handles proportionate volume of work based on branch demands.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    High school diploma or equivalent education 
2.    Two years of teller or cash handling or client service experience
3.    Six months of client relationship building or sales experience
4.    Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5.    Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6.    Ability to multi-task under time constraints
7.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.    Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9.    Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Average salary estimate

$50000 / YEARLY (est.)
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$40000K
$60000K

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What You Should Know About Universal Banker - West Market, Truist

Are you ready to kick-start your career in banking? Truist Financial Corporation is searching for an enthusiastic Universal Banker to join our team in Greensboro, North Carolina. As a Universal Banker, you will be the face of our bank, providing exceptional service to our clients while handling a variety of transactions with precision. You'll engage with clients, understand their financial needs, and help them discover tailored solutions that enhance their banking experience. From educating clients on digital banking tools to supporting our sales team with outbound calls, every day will present new opportunities to make a positive impact. We value personal growth and offer plenty of training to help you advance your skills and knowledge. You'll work alongside a dedicated team that thrives on collaboration, ensuring that our clients receive the very best service. Sound like a fit for you? Dive into the world of banking with Truist and enjoy a comprehensive benefits package, ongoing development, and a workplace culture that celebrates diversity and inclusion. Apply now and start your journey as a Universal Banker at Truist, where your contributions make a difference!

Frequently Asked Questions (FAQs) for Universal Banker - West Market Role at Truist
What are the main responsibilities of a Universal Banker at Truist Financial Corporation?

As a Universal Banker at Truist Financial Corporation, you will be responsible for providing outstanding client service, completing transactions efficiently, and handling cash with accuracy. You'll engage with clients to uncover their financial needs and support them by educating them on digital banking solutions. Participating in client outreach and supporting sales activities are also key aspects of this role.

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What qualifications are required for the Universal Banker position at Truist?

To qualify for the Universal Banker position at Truist Financial Corporation, candidates should have a high school diploma or equivalent, two years of experience in client service or cash handling, and at least six months of experience in relationship building or sales. Strong interpersonal skills and basic proficiency in computer applications are also important for success in this role.

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How can a Universal Banker contribute to client satisfaction at Truist?

A Universal Banker at Truist contributes to client satisfaction by delivering exceptional service, actively engaging clients in conversation, and accurately addressing their financial needs. By identifying opportunities for cross-selling services and educating clients about self-service banking options, you can significantly enhance the overall client experience and foster strong relationships.

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What are the growth opportunities for a Universal Banker at Truist Financial Corporation?

Truist Financial Corporation offers numerous growth opportunities for Universal Bankers. With access to comprehensive training programs, ongoing professional development, and a clear path for career advancement, employees can build their skills and move into specialized roles or leadership positions. Embracing education and hands-on experience can open doors to a fulfilling career.

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What kind of benefits can I expect as a Universal Banker at Truist?

As a Universal Banker at Truist, you’ll enjoy a robust benefits package that includes health insurance, retirement savings plans, and generous paid time off. Employees working 20 hours or more per week are eligible for medical, dental, and vision coverage, along with 401k options and potential participation in additional financial plans. Truist values well-being and work-life balance, making it an attractive workplace.

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Common Interview Questions for Universal Banker - West Market
Can you explain your experience in client service as a Universal Banker?

When answering this question, highlight specific experiences where you provided exceptional service, resolved client issues, or identified client needs. Demonstrate your understanding of the importance of customer interactions and how this leads to satisfaction and loyalty.

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How do you handle multiple client transactions at once?

Discuss your approach to multitasking in a busy environment. Mention strategies such as prioritizing tasks, staying organized, and maintaining a calm demeanor to ensure all clients are served efficiently and effectively.

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What strategies would you use to educate clients about digital banking solutions?

Explain your approach to educating clients, focusing on clear communication and understanding their individual needs. You might discuss using demonstrations or guides, conducting follow-ups, and personalizing your teaching methods based on client proficiency levels.

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How do you build relationships with clients?

Share specific examples of your relationship-building tactics. This can include actively listening to clients, following up on conversations, remembering personal details, and ensuring a friendly and welcoming atmosphere at the branch.

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Describe a time you took initiative to support sales activities.

Provide an example of a situation where you proactively reached out to clients, identified needs, or referred them to appropriate services. Emphasize the positive outcomes of your initiative and its impact on client satisfaction or branch sales.

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What do you think is the most important quality of a Universal Banker?

Discuss qualities such as adaptability, strong communication skills, and a genuine desire to help clients. Highlight how these traits contribute to effective service delivery and overall client experience.

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How would you respond to a dissatisfied client?

Detail your approach to handling dissatisfied clients. Focus on active listening, empathizing with their situation, and providing timely resolutions while ensuring that they feel heard and valued.

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What knowledge do you have about Truist Financial Corporation?

When answering this question, demonstrate your research on Truist's values, services, community involvement, and company culture. Discuss how you align with their mission and how you can contribute positively to their goals.

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How do you stay updated with banking regulations and policies?

Discuss your methods for staying informed, such as participating in training sessions, reading industry publications, or networking with colleagues. Highlight your commitment to compliance and the importance of adhering to regulations.

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What motivates you to work in the banking industry?

Share your enthusiasm for the banking industry, emphasizing aspects such as helping clients achieve their financial goals, problem-solving, and the dynamic nature of financial services. Highlight how your motivations align with the responsibilities of a Universal Banker.

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For our clients: Provide distinctive, secure and successful client experiences through touch and technology. For our teammates: Create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers. Fo...

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Full-time, on-site
DATE POSTED
March 29, 2025

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