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Universal Banker - Cypress Creek Road
full-timeFort Lauderdale

Summary

Location

Fort Lauderdale

Type

full-time

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About this role

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  
1. 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.
2.    Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3.    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. 
4.    Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5.    Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6.    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.
7.    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.
8.    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
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    High school diploma or equivalent education 
2.    Two years of teller or cash handling or client service experience
3.    Six months of client relationship building or sales experience
4.    Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5.    Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6.    Ability to multi-task under time constraints
7.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.    Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9.    Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) 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 to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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

Other facts

Tech stack
Client Service,Sales,Communication Skills,Interpersonal Skills,Cash Handling,Relationship Building,Digital Banking Solutions,Multi-tasking,Risk Management,Problem Resolution,Team Collaboration,Training,Customer Outreach,Bank Operations,Microsoft Office,Time Management

About Truist

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com.

Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Universal Banker is responsible for providing timely and efficient completion of client transactions while delivering superior quality service. This includes educating clients on digital banking solutions and supporting sales activities through client outreach.

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Frequently Asked Questions

What does a Universal Banker - Cypress Creek Road do at Truist?

As a Universal Banker - Cypress Creek Road at Truist, you will: the Universal Banker is responsible for providing timely and efficient completion of client transactions while delivering superior quality service. This includes educating clients on digital banking solutions and supporting sales activities through client outreach..

Why join Truist as a Universal Banker - Cypress Creek Road?

Truist is a leading Financial Services company.

Is the Universal Banker - Cypress Creek Road position at Truist remote?

The Universal Banker - Cypress Creek Road position at Truist is based in Fort Lauderdale, Florida, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Universal Banker - Cypress Creek Road position at Truist?

You can apply for the Universal Banker - Cypress Creek Road position at Truist directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Truist on their website.