Universal Banker - Oak Ridge

Truist Bank

Oak Ridge, NC, United States
On-site
Client transaction completion
Superior quality service
Outbound calling support
Truist Bank is seeking a Universal Banker for their Oak Ridge location, focusing on providing excellent customer service while managing transactions and client relationships. The ideal candidate should have prior experience in client service or sales, alongside strong interpersonal skills and the ability to work in a fast-paced environment

Job Summary

  • Provide a distinctive client experience by facilitating courteous conversation and conducting both complex and standardized transactions while uncovering needs.
  • Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
  • Adhere to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures to ensure compliance with current guidelines.

Matching Summary

Match Score: 85

Truist Bank is seeking a Universal Banker for their Oak Ridge location, focusing on providing excellent customer service while managing transactions and client relationships. The ideal candidate should have prior experience in client service or sales, alongside strong interpersonal skills and the ability to work in a fast-paced environment.

Skills & Requirements

Must-have

  • Client transaction completion
  • Superior quality service
  • Outbound calling support
  • Integrated Relationship Management (IRM)
  • Adherence to internal controls

Nice-to-have

  • Educate clients on digital solutions
  • Team sales process participation
  • Advancing product knowledge

Key Requirements

  • High school diploma or equivalent
  • Two years of teller or cash handling experience
  • Six months of client relationship building or sales experience
  • Excellent interpersonal and communication skills
  • Ability to master PC keyboard and software skills
  • Ability to multi-task under time constraints
  • Proficiency in basic computer applications
  • Ability to travel to accommodate staffing needs
  • Ability to work weekends and/or extended hours

Work Rights

Not specified

Tailored Resume

Cover Letter