Universal Banker - Grove

Company: Truist Financial
Location: Dallas, TX
Employment Type: Full Time

Provide timely and efficient completion of client transactions while maintaining accurate records. Deliver superior service identifying the client's financial needs. Cross‑trained to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities.

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with a smile, 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 enhance the 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 deliver Truist expertise and solutions for 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. Stay 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. Handle proportionate volume of work based on branch demands.

• 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.
• Ability to master personal computer (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.
• Ability to travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with 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 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, 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. Teammates also receive no less than 10 days of vacation, 10 sick days and paid holidays.

For more details on Truist's generous benefit plans, visit our Benefits site.

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
E-Verify
IER Right to Work