branch banker

Citi

<div><p>The Associate Banker 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments</li><li>
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events</li><li>
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.</li><li>
Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports</li><li>
Assist the Banker in deepening the existing client relationship through deep-dive analysis</li><li>
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker</li><li>
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.</li><li>
Provide complete service support to client, including solving complex client inquiries</li><li>
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
0-2 years relevant experience</li><li>
Knowledge of investments is required; banking and credit products desirable</li><li>
Ability to manage relationships both internal and external; Ability to multi-task</li><li>
AMFI, NSFI certifications preferred</li></ul><p></p><p><b>
Education:</b></p><ul><li>
Bachelor's/University degree or equivalent experience</li></ul><p>
-</p><p><b>
Job Family Group:
</b></p>Private Client Coverage<p>
-</p><p><b>
Job Family:</b></p>
Private Banker Support<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Associate Banker (UAE Nationals Only)

United States Citigroup

<p>The Associate Banker 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.<br><br><b>Responsibilities:</b></p><ul> <li>Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments</li> <li>Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events</li> <li>Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.</li> <li>Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports</li> <li>Assist the Banker in deepening the existing client relationship through deep-dive analysis</li> <li>Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker</li> <li>Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.</li> <li>Provide complete service support to client, including solving complex client inquiries</li> <li>Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated</li> <li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li> </ul><p><b>Qualifications:</b></p><ul> <li>0-2 years relevant experience</li> <li>Knowledge of investments is required; banking and credit products desirable</li> <li>Ability to manage relationships both internal and external; Ability to multi-task</li> <li>AMFI, NSFI certifications preferred</li> </ul><p><b>Job Family Group:</b></p>Private Client Coverage<p><b>Job Family:</b></p>Private Banker Support<p><b>Time Type:</b></p>Full time<p><b>Most Relevant Skills</b></p>Please see the requirements listed above.<p><b>Other Relevant Skills</b></p>For complementary skills, please see above and/or contact the recruiter.<p></p>

Associate Banker

Huntington Bank

<div><h1 class="jobSectionHeader"><b>Description</b></h1><p><b>
Summary:
</b></p><div><p>Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.</p><p></p><p><b>
Duties &amp; Responsibilities:</b></p><ul><li>
Providing excellent customer service and effectively resolving customer issues.</li><li>
Being proficient in understanding and educating customers on consumer deposit products.</li><li>
Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.</li><li>
Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.</li><li>
Adhering to all operational, security, risk and regulatory policies and procedures.</li><li>
Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.</li><li>
Other duties as assigned.</li></ul><p></p><p><b>
Basic Qualifications:</b></p><ul><li>
High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.</li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li>
1 year or more in customer service in banking, financial services or goal driven retail sales.</li><li>
Cash handling skills.</li><li>
Comfort with technology such as mobile services and online banking services.</li></ul></div><p><b><br>
Exempt Status: (Yes</b> = not eligible for overtime pay) (<b>No</b> = eligible for overtime pay)</p>
No<p></p><p><b>
Workplace Type:</b></p>
Office<p></p><p>
Our Approach to <b>Office </b>Workplace Type</p><p></p><p>
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.</p><p></p><p>
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.</p><p></p><p>
Huntington is an Equal Opportunity Employer.</p><p></p><p>
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.</p><p></p><p><b>
Note to Agency Recruiters:</b> Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</p></div><p></p>

Customer Experience Banker - Westchester Dallas, TX

Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying. <br> Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. <br> <b>Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b> on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. <br> More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. <br> With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. <br> As a Banker III you will process client transactions accurately and efficiently in accordance with established policies and procedures. Refer Bank products and services and refer clients to other Bank specialists when appropriate. <br><ul><li><p>In this role you will have the opportunity to: </p><p><li>Be responsible for processing transactions accurately and efficiently in accordance with established policies and procedures while providing an excellent experience for clients and acting as the face of the Bank.</li><li>Assist clients in achieving their financial goals by actively referring Bank products/services, and by referring clients to other Bank specialists when appropriate. Act as a leader in sales, operations, and client service.</li><li>Assist with the operations of the branch along with the training, mentoring, and coaching of teller team. </li><li>Be responsible for working effectively as a team contributor on all assignments. Perform quality work within deadlines with or without direct supervision.</li><li>Be responsible for maintaining a high level of personal reliability and punctuality. </li><li>Be responsible for selling Bank products and services via in-person and telephone conversations. Must meet minimum referral standards set by Manager. May be responsible for opening new accounts using the Banner Way sales process. </li><li>Be responsible for complying with policies, procedures, security requirements, and government regulations.</li></p></li><li><p>Education & Certifications</p><p><li>H.S. Diploma: required (an equivalent combination of education and experience may be considered) </li></p></li><li><p>Experience </p><p><li>4 or more years of teller experience including sales experience with established goals required </li></p></li><li><p>Knowledge, skills & abilities </p><p><li>Possess strong organizational skills and be detail oriented. </li><li>Basic understanding of PC with Windows based applications and calculator. </li><li>Basic math, negotiation, and problem solving skills. </li><li>Possess effective verbal and written communication skills; proper phone and email etiquette required. </li><li>Possess good interpersonal and relationship building skills. Excellent customer service skills required. </li><li>Ability to work branch hours. </li></p></li><li><p>Compensation & benefits</p><p><li>Targeted starting compensation range is based on location and experience: $ 1 8.00-$ 25.20/hour </li><li>Incentive and commission compensation may be awarded for eligible roles</li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays</li><li>401k (up to 4% match with immediate vesting)</li><li>Tuition reimbursement up to $5,250 annually (minimum service requirement)</li><li>Read more about these and additional benefits at: Employee Benefits Banner Bank </li></p></li></ul>

Banker III- Lake Grove

First United Bank

<div><div>Join Our Team!</div><div></div><div>
We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our &quot;Get Started&quot; section to take your first step to being a part of First United.</div><div></div><div>
The Position</div><div></div><div>
Job Title</div>
Relationship Banker I<div></div><div>
Job Description</div><ul><li>
Do you approach serving every customer like they are your family member?</li><li>
Are you intuitively aware of the overall picture and able to discern top priorities?</li><li>
Do you seem to forge positive and trusting relationships with everyone?</li><li>
Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?</li><li>
Do you effortlessly handle challenging situations?</li><li>
Are you relentless about constant improvement? Do you have a learning mindset?</li><li>
Do you revel at the opportunity to provide personalized service that creates customer loyalty?</li><li>
Are you addicted to a positive attitude?</li><li>
Do you commit to meeting deadlines and never miss the little details?</li></ul><div></div><div>
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.</div><div></div><div>
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.</div><div></div><div>
We Offer:</div><ul><li>
An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ</li><li>
An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference</li><li>
Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career</li><li>
Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way</li><li>
The You<i>First </i>Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us</li><li>
Educational assistance and reimbursements</li></ul><div></div><div>
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.</div><div>
Do you GET to <i>Spend Life Wisely</i> in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.</div><div></div><div>
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank&rsquo;s delivery process and product knowledge to develop customer relationships by performing the following essential duties.</div><div></div><div>
Essential Duties:</div><ul><li>
Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.</li></ul><ul><li>
Follows proper procedures accurately and efficiently for all customer-servicing activities performed.</li></ul><ul><li>
Retains existing customers and develop new customer relationships.</li></ul><ul><li>
Serves as customers' single point of contact on all First United Bank products and services.</li></ul><ul><li>
Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.</li></ul><ul><li>
Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.</li></ul><ul><li>
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.</li></ul><ul><li>
Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.</li></ul><ul><li>
Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.</li></ul><ul><li>
Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.</li></ul><ul><li>
Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler&rsquo;s checks, cashier&rsquo;s checks, accepting and processing payments for loans and other services.</li></ul><ul><li>
Maintains appropriate drawer limits, perform cash versifications and vault duties.</li></ul><ul><li>
Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.</li></ul><ul><li>
Proactively resolve customer complaints, problems, or other issues.</li></ul><ul><li>
Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.</li></ul><ul><li>
Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.</li></ul><ul><li>
Masters the <i>Primary Purpose</i> and <i>Essential duties</i> of the Relationship Banker I position.</li></ul><div></div><div>
Employee Specifications:</div><ul><li>
High School Diploma strongly preferred. Some college is strongly preferred.</li></ul><ul><li>
Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.</li></ul><ul><li>
Cash handling experience is preferred.</li></ul><ul><li>
Superior customer service skills required.</li></ul><ul><li>
Basic mathematics to solve problems.</li></ul><ul><li>
Requires being exact or highly accurate with daily work.</li></ul><ul><li>
Ability to effectively read, write, and verbally communicate with customers and co-workers.</li></ul><ul><li>
Ability to manage time effectively and work independently, without close supervisor.</li></ul><ul><li>
Ability to use good judgment and exercise decision-making skills.</li></ul><ul><li>
Critical Thinking &ndash; requires logic and reasoning to identify solutions, conclusions or approaches to problems.</li></ul><ul><li>
Ability to multi-task.</li></ul><ul><li>
Maintain a professional attitude and appearance.</li></ul><ul><li>
Behave ethically while at work or outside your work environment.</li></ul><ul><li>
Active Listening &ndash; Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.</li></ul><div></div><div><i>
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.</i></div><div></div><div><i>
#LI-MD2</i></div><div></div><div>
All Locations:</div>
Shawnee<div></div><div>
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at <div>HR@firstunitedbank.com</div> for assistance.</div><div></div><div>
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.</div></div>

Relationship Banker I

IDFC FIRST Bank

<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Role/Job Title:
 </strong>
 Associate Relationship Manager-Liabilities
 <br/>
 <br/>
 <strong>
  Function/Department:
 </strong>
 Rural Banking
 <br/>
 <br/>
 <strong>
  Job Purpose
  <br/>
  <br/>
 </strong>
 The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
 <br/>
 <br/>
 <strong>
  Roles &amp; Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports.
  </li>
  <li>
   Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area.
  </li>
  <li>
   Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory)
  </li>
  <li>
   Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation)
  </li>
  <li>
   Ensuring account activation and subsequently maintaining the health of account.
  </li>
  <li>
   Ensure superior customer service to capture larger wallet share of population.
  </li>
  <li>
   Spearhead resolution of customer queries and issues.
  </li>
  <li>
   Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements.
  </li>
  <li>
   Ensure compliance as per the bank requirements.
  </li>
  <li>
   Recommend process changes in order to improve service efficiency and quality across the branch network.
  </li>
  <li>
   Provide support for implementation of livelihood advancement and community development initiatives.
  </li>
  <li>
   Recommend process changes in order to improve service efficiency and quality across the branch network.
  </li>
  <li>
   Provide support for implementation of livelihood advancement and community development initiatives.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education Qualification
  <br/>
  <br/>
 </strong>
 Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate
 <br/>
 <br/>
 <strong>
  Experience:
 </strong>
 0 to 2 years of relevant branch banking experience.
</div>


Recruitment Drive - Branch Banking - Rural

Truist

<div><p><b>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.</b></p><p></p><p>
Need Help?</p><p></p><p><i>
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to </i><i>Accessibility</i><i> (accommodation requests only; other inquiries won't receive a response).</i></p><p></p><p><b>
Regular or Temporary:</b></p>
Regular<p></p><p><b>
Language Fluency: </b>English (Required)</p><p></p><p><b>
Work Shift:</b></p>
1st shift (United States of America)<p></p><div><b>
Please review the following job description:</b></div><p></p>
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&rsquo;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.<p></p><p>
ESSENTIAL DUTIES AND RESPONSIBILITIES<br>
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.<br>
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.<br>
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.<br>
3. 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.<br>
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients&rsquo; unique needs.<br>
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.<br>
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.<br>
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.<br>
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.<br>
<br>
QUALIFICATIONS<br>
Required Qualifications:<br>
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.<br>
1. High school diploma or equivalent education<br>
2. Two years of teller or cash handling or client service experience<br>
3. Six months of client relationship building or sales experience<br>
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects<br>
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation<br>
6. Ability to multi-task under time constraints<br>
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products<br>
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes<br>
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included<br>
<br>
Preferred Qualifications:</p><p>
1. One year of client relationship building or sales experience<br>
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention<br>
3. Experience with sourcing and prospecting for new clients and client relationship building<br>
4. General understanding of bank operations, policies and procedures</p><p></p><p><b><br>
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: </b>All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.</p><p></p><p><b><i>
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.</i></b></p><p></p><p>
EEO is the Law E-Verify IER Right to Work</p></div>

Universal Banker - Houston - Mangum Road

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