Truist
Universal Banker - Fifteenth and New York
Truist, Washington, District of Columbia, us, 20022
Overview
Universal Banker - Fifteenth and New York Responsibilities
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 focus on outbound calling and supporting Integrated Relationship Management (IRM) activities. 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 processes 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 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. 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. Handles proportionate volume of work based on branch demands. Qualifications
High school diploma or equivalent 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 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 Ability to work weekends and/or extended hours with occasional travel 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 Compensation
The annual base salary range for this position is $45,760 - $54,500. Benefits
General benefits for eligible employees include medical, dental, vision, life insurance, disability, contributions to savings accounts and a 401(k) plan, paid time off, sick days, and paid holidays. Details vary by division and employment status. Truist is an Equal Opportunity Employer and Drug Free Workplace.
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Universal Banker - Fifteenth and New York Responsibilities
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 focus on outbound calling and supporting Integrated Relationship Management (IRM) activities. 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 processes 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 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. 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. Handles proportionate volume of work based on branch demands. Qualifications
High school diploma or equivalent 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 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 Ability to work weekends and/or extended hours with occasional travel 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 Compensation
The annual base salary range for this position is $45,760 - $54,500. Benefits
General benefits for eligible employees include medical, dental, vision, life insurance, disability, contributions to savings accounts and a 401(k) plan, paid time off, sick days, and paid holidays. Details vary by division and employment status. Truist is an Equal Opportunity Employer and Drug Free Workplace.
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