Universal Banker - Sweetwater Blvd

Truist Bank

Sugar Land, TX, United States
On-site
Client transaction completion
Accurate record keeping
Money handling
Truist Bank is seeking a Universal Banker for their Sugar Land, TX location. The role involves providing excellent client service, handling transactions, and supporting sales activities while adhering to operational policies

Job Summary

  • Provide a distinctive client experience by facilitating courteous conversation and conducting complex transactions while uncovering needs.
  • Support team sales process by participating in client outreach through outbound calls and identifying client needs or opportunities.
  • 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.

Matching Summary

Match Score: 85

Truist Bank is seeking a Universal Banker for their Sugar Land, TX location. The role involves providing excellent client service, handling transactions, and supporting sales activities while adhering to operational policies.

Skills & Requirements

Must-have

  • Client transaction completion
  • Accurate record keeping
  • Money handling
  • Superior quality service
  • Client needs identification
  • Outbound calling support
  • Integrated Relationship Management (IRM)

Nice-to-have

  • Digital self-service education
  • Team sales process participation
  • Product knowledge advancement

Key Requirements

  • 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 personal computer (PC) keyboard and software skills
  • Ability to multi-task under time constraints
  • Proficiency in basic computer applications (e.g., Microsoft Office)
  • Ability to travel to accommodate temporary staffing needs
  • Ability to work weekends and/or extended hours

Work Rights

Not specified

Tailored Resume

Cover Letter