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Truist

Universal Banker Float - Metro Jacksonville Area at Truist

Truist No longer available

JOB DESCRIPTION

Float Universal Banker

This position requires travel to multiple branches as assigned by the Area Leader and/or Branch Leader. 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 as needed.

Essential functions include:

  • Providing 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.
  • Educating clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
  • Supporting team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
  • Participating fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Committing to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
  • Adhering to internal controls, operational procedures, and risk management policies. Staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
  • Serving as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.

Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.

Required Qualifications:

  • High school diploma or equivalent education
  • Proven and consistent proficiency in teller or cash handling or client service skills
  • Good interpersonal and communication skills, including a desire to interact with clients and prospects
  • Ability to use office equipment and perform basic mathematical functions
  • Willing and able to follow written and verbal instructions and work under established guidelines
  • Demonstrated ability to deliver excellent client service and provide team support

Preferred Qualifications:

  • Demonstrated ability to uncover referral opportunities
  • Knowledge of advanced or complex branch transactions
  • Demonstrated ability to handle multiple priorities under time constraints
  • General understanding of bank operations, policies, and procedures

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.

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.