Universal Banker II

Company Description Truist Financial Corporation is a purpose-driven financial services company focused on inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with leading market share in many high-growth U.S. markets. The company offers a broad range of products and services, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending. Truist emphasizes responsible banking practices and inclusive financial solutions, supported by Truist Bank, Member FDIC and Equal Housing Lender. Applicants can learn more about Truist and its social media terms and conditions at Truist.com.
Role Description The Universal Banker II is a full-time, on-site role based in Charlotte, NC. This role combines traditional teller and banker responsibilities, including processing deposits and withdrawals, handling cash accurately, and assisting clients with loan products and services. The Universal Banker II will open and maintain accounts, respond to client inquiries, resolve issues, and provide proactive, consultative customer service to help clients meet their financial goals. The individual will educate clients about Truist’s products and digital tools, refer clients to specialized partners when appropriate, and adhere to all compliance, security, and operational policies. The role also involves meeting individual and branch performance goals, participating in team activities, and supporting a positive, inclusive branch environment.
Qualifications

• Ability to manage retail banking transactions, including deposits and withdrawals, with accuracy and efficiency.
• Strong customer service skills, with a focus on building relationships, understanding client needs, and delivering a positive client experience.
• Proficient cash handling skills, including balancing a cash drawer, following security procedures, and minimizing errors.
• Knowledge of consumer and small business loans, with the ability to explain products, assist with applications, and identify appropriate solutions.
• Clear and professional communication skills, including active listening, explaining financial concepts, and collaborating effectively with teammates.
• High level of integrity, attention to detail, and adherence to banking regulations and internal policies.
• Comfort with technology, including banking software, digital channels, and standard office applications.
• Previous banking, financial services, or retail sales experience preferred; high school diploma or equivalent required, associate or bachelor’s degree is a plus.