Universal Banker Float

Universal Banker Float

Requirements

• 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
• Availability to work Saturdays and/or extended hours

Responsibilities

• Provides 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.
• Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Supports 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.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
• Adheres to internal controls, operational procedures, and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serves 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.

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