Universal Banker II (Sat Required) - VA West North Area - Neff Avenue

Truist Bank•Harrisonburg, VA

About The Position

The Universal Banker II provides timely and efficient completion of client transactions while maintaining accurate records and properly handling 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 a particular focus on outbound calling and Integrated Relationship Management (IRM) activities. The banker creates a distinctive client experience, completes standardized and more complex transactions, educates clients about digital and self-service banking, and supports client outreach and sales processes. The role also supports new account openings and problem resolution, follows operational controls and risk policies, and participates in required training and Truist Retail Community Bank Leadership Routines.

Requirements

High school diploma or equivalent education.
Two years of teller, cash handling, or client service experience.
At least 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 products.
Ability to travel as required 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

Engage clients in courteous conversation, provide a consistent service experience, uncover needs, and conduct standardized and more complex transactions, seeking assistance as necessary.
Educate clients about ATMs, online banking, and mobile banking to make banking easier and improve their service experience.
Support the team sales process through outbound client calls, checking for client offers, identifying needs or opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
Apply Integrated Relationship Management principles to deliver Truist expertise and solutions for clients’ needs.
Participate in all components of the established Truist Retail Community Bank Leadership Routines.
Advance individual and product knowledge by attending sales, service, and product knowledge meetings, training classes, and web-based learning.
Follow internal controls, operational procedures, and risk management policies; stay informed of policy and procedure changes to ensure compliance.
Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on branch demands.
Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes.

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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
Additional incentive pay is available