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Universal Banker - Royal Plaza

Crump Life Insurance Svcs Inc

Universal Banker This is a regular position; English language fluency is required. Provide timely and efficient completion of client transactions while maintaining accurate records and 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. Responsibilities Provide a distinctive client experience by engaging clients with a smile, 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 service experience. Support the 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 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 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, staying informed of all changes 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 while handling a proportionate volume of work based on branch demands. Required Qualifications 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 PC keyboard and software skills necessary for branch automation. Ability to multi‑task under time constraints. Proficiency in basic computer applications such as Microsoft Office. Availability to travel to accommodate temporary staffing needs, including temporary assignments or locale changes. Ability to work weekends and/or extended hours; occasional travel and overnights may be included. Preferred 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. General understanding of bank operations, policies and procedures. Compensation & Benefits Annual base salary: $45,760–$54,500. Additional incentive pay available. All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts and a 401(k). Teammates receive at least 10 days of vacation (prorated) and 10 sick days, along with paid holidays. Depending on the position and division, additional benefits may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Equal Opportunity Employer 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 protected class. Truist is a Drug‑Free Workplace. EEO is the Law. E‑Verify. IER. Right to Work. Truist is a purpose‑driven financial services company formed by the historic merger 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. Our purpose is to inspire and build better lives and communities, meeting client needs, empowering teammates, and lifting up communities. Learn more about Truist on truist.com. #J-18808-Ljbffr Crump Life Insurance Svcs Inc

Vacancy posted 1 day ago
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