Universal Banker II (Sat Required) - Southern Central Area - South Park Boulevard

Truist Bank•Colonial Heights, VA

10d

About The Position

The Universal Banker II provides timely and efficient client transactions, maintains accurate records, and properly handles assigned funds. The role delivers high-quality service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound client calls and Integrated Relationship Management (IRM) activities. The position also supports new account openings and problem resolution, and handles a proportionate volume of work based on branch demands. The role is based in the Southern Central Area at South Park Boulevard and requires first-shift work. Saturday work is required. The position is regular, and the annual base salary is $45,760–$51,750, with additional incentive pay available.

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 PC keyboard and software skills necessary for branch automation.
Ability to multitask under time constraints.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to travel as needed 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 and conversation, completing standardized and complex transactions, and identifying client needs; perform more complex transactions with assistance as needed.
Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
Support the team sales process by making outbound calls, checking for client offers, identifying needs or opportunities, meeting those needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management practices to deliver Truist expertise and solutions for clients’ needs.
Participate in established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings and completing applicable training and web-based learning.
Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
Serve as a secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.

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 full-time or part-time status.
10 sick days, prorated.
Paid holidays.
Depending on position and division, eligibility may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.