Universal Banker II (Sat Required) - VA West North Area- New Market

Truist • New Market, VA

5d • $45,760 - $51,750

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 emphasis on outbound calling and Integrated Relationship Management (IRM) activities.

The Universal Banker provides a distinctive client experience, conducts standardized and more complex transactions (with assistance when needed), and educates clients about digital and self-service banking options. The role contributes to client outreach and sales efforts, participates in Truist Retail Community Bank Leadership Routines and applicable training, follows operational and risk-management controls, and serves as a secondary contact for new account openings and problem resolution.

The position is regular, requires English fluency, and is assigned to first shift. Weekend and/or extended-hours work may be required, with occasional travel and overnight stays possible. The stated 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 the 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.
• 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.
• English fluency.

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 conversations, and standardized and complex transactions; obtain assistance for complex transactions as necessary.
• Educate clients on digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales processes 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 (IRM) 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 and 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, offer applicable products and services, and handle a proportionate volume of work based on branch demands.

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
• Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
• Additional incentive pay

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED