Universal Banker Jobs in USA
Job Overview
Universal Banker jobs in USA offer a dynamic and multifaceted role within the financial sector. These positions need professionals to handle a numbers of client transactions, provide exceptional customer service, and educate, guide clients on digital banking solutions / systems. Universal Bankers support sales activities through client outreach and are integral to Integrated Relationship Management (IRM) by identifying and addressing clients’ financial needs. With the potential for part-time and flexible hours, these roles often come with attractive benefits, including health, dental, vision insurance, and 401(k) plans. Ideal candidates possess excellent interpersonal skills, a background in cash handling or client service, and a willingness to work extended hours and weekends.
Table of Contents
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Job Type: Part-time
Shift and Schedule:
- Extended hours
- Weekends as needed
Location: Gaithersburg, MD 20878
Benefits
- AD&D insurance
- Dental insurance
- Health insurance
- Life insurance
- RSU (Restricted Stock Units)
- Vision insurance
Full Job Description
Are you looking for an exciting opportunity as a Universal Banker in the USA? Here’s what you need to know about this position in Gaithersburg, MD.
Job Type
- Regular position
Language Requirement
- Fluent English (Required)
Work Shift
- 1st shift (United States of America)
Main Responsibilities
- Client Transactions: Efficiently complete client transactions while maintaining accurate records.
- Customer Service: Provide excellent service by understanding and addressing clients’ financial needs.
- Digital Banking: Educate clients on using ATMs, Online, and Mobile banking for easier service.
- Sales Support: Participate in client outreach through outbound calls and identify client needs.
- Relationship Management: Support Integrated Relationship Management (IRM) activities.
- Ongoing Learning: Attend sales, service, and product knowledge meetings and training.
- Compliance: Adhere to internal controls and risk management policies.
- Account Openings: Assist with new account openings and problem resolution.
Qualifications
Required
- Education: High school diploma or equivalent
- Experience:
- 2 years in teller or cash handling or client service
- 6 months in client relationship building or sales
- Skills:
- Excellent interpersonal and communication skills
- Proficiency in PC and basic computer applications like Microsoft Office
- Ability to multitask and work under time constraints
- Willingness to work weekends and extended hours
Preferred
- 1 year in client relationship building or sales
- Knowledge of advanced branch transactions, risk management, and loss prevention
- Experience in sourcing new clients
- General understanding of bank operations, policies, and procedures
Benefits for Truist Employees
- Medical, Dental, Vision Insurance
- Life Insurance
- Disability and AD&D Insurance
- 401(k) Plan
- Vacation and Sick Days: 10 days each in the first year (prorated)
- Paid Holidays
- Additional Benefits: Depending on position and division, such as pension plans, restricted stock units, and deferred compensation plans.
For more details on benefits, visit Truist’s Benefits site.
How to Apply
Interested in a career as a Universal Banker in the USA? Click the “Apply Now” to start your application process.
Source : https://www.indeed.com/viewjob?jk=717b960c9015ae15&utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic
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