Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross‑trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Responsibilities
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.
Educate clients on digital, self‑service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
The Universal Banker (UB) Supervisor acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions.
Compensation
Salary Range: $27.48/hr - $38.46/hr
Responsibilities
Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.
Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
Oversee assigned branch in a leadership capacity in absence of branch management.
Approve or override financial transactions, utilizing due diligence and sound judgement to minimize risk and potential loss.
Assist with the training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers and ensure that the staff is adhering to customer service standards, as well as delivering excellent customer service and that all new account procedures including CIP and BSA requirements are being adhered to.
Requirements
High School Diploma or GED
Nice to have: Cross trained
Nice to have: Bank supervisory experience 1-2 years
Nice to have: General understanding of banking operations
Customer Service (Teller) is responsible for accurately processing all deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures. Often serves as the first point of contact to the customer, and manages cross-selling bank products, or refers customers to other areas of the bank.
Responsibilities
Accurately process all deposits, transfers, withdrawals, and other transactions
Serve as the first point of contact to the customer
Manage cross-selling bank products
Refer customers to other areas of the bank
Support activities towards maximizing revenues, product initiatives, sales, and customer satisfaction
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Responsibilities
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.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross‑trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Responsibilities
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.
Educate clients on digital, self‑service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Requirements
High school diploma or equivalent education
Nice to have: client relationship building
Nice to have: advanced branch transactions
Nice to have: prospecting
Universal Banker II (Sat Required) - VA West North Area- New Market
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Compensation
The annual base salary for this position is $45,760- $51,750
Responsibilities
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.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Branch Relationship Banker (Personal Banker)Zions Bancorporation · Lancaster, US