Universal Banker - Westside jobs at Truist in United States, Macon

Regular or Temporary:

English (Required)

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.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.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 includedPreferred 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

Regular or Temporary:

English (Required)

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.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.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 includedPreferred 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

Regular or Temporary:

English (Required)

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.
Sales Support
1. Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc.
2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.

Service Support
4. Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
5. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
6. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed.

Loan Support
7. Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions.
8. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.

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 and related training
2. Five years of related experience, preferably within financial services
3. Two years of experience in a CCS role, or similar
4. Demonstrated ability to identify, analyze and resolve issues independently
5. Advanced knowledge of related systems and processes
6. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
7. Good organizational skills
8. Ability to complete all core courses outlined in the CCS training curriculum
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.

1. Associate’s degree in related field
2. Possess working product knowledge of bank services and Financial Services Industry
3. Possess math aptitude with ability to grasp general accounting and financial concepts
4. Possess working knowledge of excel and/or reporting applications

Regular or Temporary:

English (Required)

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.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.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 includedPreferred 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

Regular or Temporary:

English (Required)

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.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.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 includedPreferred 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

Regular or Temporary:

English (Required)

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.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.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 includedPreferred 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

Regular or Temporary:

English (Required)

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. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. 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.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
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. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
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. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures