Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Universal Banker - Stone Oak North image - Rise Careers
Job details

Universal Banker - Stone Oak North

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.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES
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.  
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.
2.    Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
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. 
4.    Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5.    Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
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.
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.
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.

QUALIFICATIONS
Required Qualifications:
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.
1.    High school diploma or equivalent education 
2.    Two years of teller or cash handling or client service experience
3.    Six months of client relationship building or sales experience
4.    Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5.    Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6.    Ability to multi-task under time constraints
7.    Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.    Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9.    Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures
 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’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.

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.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Average salary estimate

$37500 / YEARLY (est.)
min
max
$30000K
$45000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 12 days ago

Become a pivotal part of Truist's team as a Universal Banker, where exceptional client service meets innovative financial solutions.

Photo of the Rise User
Posted 11 days ago

Experienced Software Engineer III needed at Truist Financial to design, develop, and support complex software solutions while mentoring junior team members.

Photo of the Rise User
Sigma Computing Hybrid New York, New York, United States
Posted 6 days ago

A Commercial Account Executive role at Sigma Computing in NYC offers a unique opportunity to drive new customer acquisition and revenue growth for a leading cloud analytics startup.

Photo of the Rise User
Posted 5 days ago

Agora, an early-stage fintech startup in NY, seeks a driven Sales Development Specialist to qualify high-value leads and support the sales process in a fast-paced environment.

Photo of the Rise User
Comcast Hybrid IN - Indianapolis, 5330 E 65th St
Posted 12 hours ago

Drive new business sales and customer engagement as a Business Account Executive at Comcast, leading the SMB Direct Sales efforts in Indianapolis.

Photo of the Rise User
Posted 21 hours ago
Inclusive & Diverse
Collaboration over Competition
Growth & Learning
Dare to be Different
Diversity of Opinions
Dental Insurance
Vision Insurance
Performance Bonus
Paid Time-Off
Mental Health Resources
Employee Resource Groups
Social Gatherings

Contentsquare is looking for a proactive Sales Development Representative to generate new business opportunities while working in a hybrid model from New York or Denver offices.

Photo of the Rise User

Lead the development and execution of supply chain payment solutions as Director at Visa Commercial Solutions, driving innovation and strategic partnerships in a hybrid work environment.

Photo of the Rise User

Become part of Fifth Third Bank as a Business Banking Relationship Manager, where you'll foster client relationships and provide tailored financial solutions.

An early-stage tech company is hiring a Government Sales Manager to lead strategic multi-state government account sales from a remote location in the US.

Photo of the Rise User
UpClear Hybrid No location specified
Posted 10 days ago

Join UpClear as a Sales Manager and play a key role in driving sales for our impactful software solutions in the Consumer Goods sector.

Photo of the Rise User

Shape the future of fitness sales as Showroom Sales Supervisor at Tonal's Bellevue location, leading a dynamic team to exceed sales goals and enhance customer engagement.

Photo of the Rise User
Posted 7 days ago

A performance-oriented Direct Sales Agent Specialist role with National General focused on driving sales and building customer relationships within the insurance market.

Photo of the Rise User
Posted 2 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Lead sales process optimization and internal controls at American Express, enhancing governance and risk management for the US SME Sales Enablement team in a hybrid role.

Posted 7 days ago

Brighton/Suncrest Hospice is seeking a proactive Community Liaison to foster relationships with healthcare referral sources and enhance community engagement in Austin, TX.

Photo of the Rise User
Temecula Creek Inn Hybrid Temecula, California, United States
Posted 7 days ago

Experienced Sales Manager wanted at Temecula Creek Inn to drive group sales and promote client engagement in the hospitality sector.

For our clients: Provide distinctive, secure and successful client experiences through touch and technology. For our teammates: Create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers. Fo...

243 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
June 25, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!