Universal Banker II (Sat Required) - York River Area - Willow Oaks

Truist Bank • Hampton, VA

4d

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, conducts standardized and complex transactions, educates clients on digital and self-service banking options, and supports client outreach and sales. The position also helps with new account openings and problem resolution, follows operational controls and risk management policies, and develops product and client-service knowledge through meetings and training.

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 and a desire to interact with clients and prospects.
• Ability to master PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office 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 by conducting standardized and complex transactions, with assistance as needed.
• Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling or referring needs to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions suited to their needs.
• Participate in 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, and stay informed of policy and procedure changes.
• Serve as a secondary contact for new account openings and problem resolution, offer relevant products and services, and handle a proportionate workload 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 deferred compensation plan

What This Job Offers

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