Full-Time

Universal Banker

Posted on 5/6/2025

Truist

Truist

10,001+ employees

Provides banking, lending, and wealth management services

Compensation Overview

$45.8k - $51.5k/yr

Junior, Mid

Mt Laurel Township, NJ, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Risk Management
Requirements
  • 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
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. Stays 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. Handles proportionate volume of work based on branch demands.
Desired 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

Truist Financial Corporation provides a variety of financial services to over 10 million households in the United States. Their offerings include personal and commercial banking, lending, and wealth management. Truist's approach centers on integrated relationship management, which means they aim to create tailored solutions for individuals, small businesses, and large corporations. The company earns money through interest on loans, fees for banking services, and advisory fees related to wealth management. What sets Truist apart from its competitors is its strong commitment to community development, demonstrated through partnerships with organizations like the NFL and the Atlanta Braves to support local initiatives. The main goal of Truist is to inspire and build better lives and communities, utilizing their experienced leadership and collaborative efforts to make a positive impact.

Company Size

10,001+

Company Stage

IPO

Headquarters

Washington DC, District of Columbia

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Phygital banking enhances customer experience and operational efficiency.
  • Sports partnerships attract a broader customer base and increase brand visibility.
  • Technological investments improve financial reporting and compliance solutions.

What critics are saying

  • Competition in phygital banking pressures Truist to accelerate digital transformation.
  • Workiva stake exposes Truist to market volatility risks.
  • Significant community grants may impact financial flexibility during economic downturns.

What makes Truist unique

  • Truist integrates digital and physical banking for enhanced customer engagement.
  • Strategic sports partnerships boost brand visibility and align with community goals.
  • Grants to organizations highlight Truist's commitment to social responsibility.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Company News

Atlanta Standard
Jun 6th, 2025
Falcons' Pro Summit prepares players for life beyond NFL

The event was the Atlanta Falcons' 2025 Pro Summit, presented by Airbnb and Truist.

VersAbility
May 20th, 2025
VersAbility Resources Receives $100,000 Grant from Truist Foundation to Advance Inclusive Workforce Development

VersAbility Resources receives $100,000 grant from Truist Foundation to advance inclusive workforce development.

Holy City Sinner
May 20th, 2025
Trident United Way Receives $87,500 Grant from Truist Foundation to Support Financial Stability for Tri-County Workforce

Trident United Way is proud to announce it has received a grant of $87,500 from Truist Foundation to support Pathways to Stability, an innovative program that helps workers stay on the job during financial hardships while also helping local businesses keep employees on staff and boost productivity.

YMCA of Charlotte
May 8th, 2025
YMCA of Greater Charlotte Receives $500,000 Grant from Truist Charitable Fund

YMCA of Greater Charlotte receives $500,000 grant from Truist Charitable Fund.

Sportsbet
May 7th, 2025
PGA Tour playing in Philadelphia for first time in over 5 years

With the Truist's annual venue serving as the host for the PGA Championship a replacement for the year was necessary and the Philadelphia Cricket Club stepped up.

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