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Truist Bank

Runs banking and lending for people and businesses

Universal Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMorristown, TN, USANo salary listed

About the Job

Requirements

  • A high school diploma or equivalent education is required.
  • Two years of teller, cash handling, or client service experience is required.
  • Six months of client relationship-building or sales experience is required.
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects, are required.
  • The ability to master personal computer keyboard and software skills necessary for branch automation is required.
  • The ability to multitask under time constraints is required.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, is required.
  • The ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes, is required.
  • The ability to work weekends and/or extended hours is required; occasional travel and overnight stays may be included.

Responsibilities

  • Provide a distinctive client experience and consistent service by engaging clients, facilitating courteous conversation, conducting complex and standardized transactions, and uncovering needs. Perform more complex transactions with assistance as necessary.
  • Educate clients on digital self-service solutions, including ATMs, online banking, and mobile banking, to make banking easier and enhance their service experience.
  • Support the team sales process by participating in client outreach through outbound calls, checking for client offers, identifying client needs or opportunities, fulfilling those needs, or referring clients to appropriate branch team members or specialists.
  • Understand the importance of Integrated Relationship Management to help deliver Truist expertise and solutions for clients’ needs.
  • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Advance individual and product knowledge by attending sales, service, and product knowledge meetings, applicable training classes, and web-based learning.
  • Adhere to internal controls, operational procedures, and risk management policies, and stay informed of policy and procedure changes to ensure compliance with current guidelines.
  • Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services to clients and prospects, and handle a proportionate volume of work based on branch demands.

Desired Qualifications

  • One year of client relationship-building or sales experience is preferred.
  • Knowledge of advanced or complex branch transactions, risk management, and loss prevention is preferred.
  • Experience sourcing and prospecting for new clients and building client relationships is preferred.
  • A general understanding of bank operations, policies, and procedures is preferred.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

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