Universal Banker II (Sat Required) - Shenandoah Valley Area-Rocky Mount
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker provides a distinctive client experience through courteous conversation and accurate handling of standardized and more complex transactions, educating clients about digital and self-service banking options, and supporting client outreach and sales processes. The position also supports new account openings and problem resolution, participates in branch leadership routines and training, and follows operational controls, procedures, and risk management policies. Other duties may be assigned, and activities may change over time.
Requirements
- High school diploma or equivalent education.
- Two years of teller, cash-handling, or client-service experience.
- Six months of client relationship-building or sales experience.
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
- Ability to master the PC keyboard and software skills needed for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office.
- Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes.
- Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
Nice To Haves
- One year of client relationship-building or sales experience.
- Knowledge of advanced or complex branch transactions, risk management, and loss prevention.
- Experience sourcing and prospecting for new clients and building client relationships.
- General understanding of bank operations, policies, and procedures.
Responsibilities
- Provide a distinctive client experience through courteous engagement, client-needs discovery, and completion of standardized and complex transactions, seeking assistance as needed.
- Educate clients about ATMs, online banking, and mobile banking solutions.
- Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate team members or specialists.
- Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
- Participate in all components of Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending sales, service, and product-knowledge meetings and applicable training and web-based learning.
- Follow internal controls, operational procedures, and risk management policies, and stay informed of policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate volume of work based on branch demands.
- Maintain accurate transaction records and properly handle assigned monies.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and employment status
- 10 sick days, prorated
- Paid holidays
- Additional eligibility may apply for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
