Universal Banker II (Sat Required) - Southwest Area– Saltville
About The Position
Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned funds. Deliver high-quality service by identifying and understanding clients’ financial needs. The Universal Banker is cross-trained to support sales and service activities, with particular emphasis on outbound calling and Integrated Relationship Management (IRM). The role engages clients in courteous conversations, completes standardized and more complex transactions, and educates clients about digital and self-service banking options. It supports client outreach and sales by identifying needs and opportunities, fulfilling needs where appropriate, or referring clients to branch team members or specialists. The position also supports new account openings and problem resolution as a secondary contact, participates in branch leadership routines and training, and follows operational controls, procedures, and risk-management policies. Work volume is based on branch demands.
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 and a desire to interact with clients and prospects.
- Ability to master PC keyboard and software skills required 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
- Provide a distinctive client experience through courteous engagement, completing standardized and complex transactions, and uncovering client needs.
- Educate clients about digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking.
- Support sales through client outreach and outbound calls, checking client offers, identifying needs, and fulfilling or referring opportunities.
- Apply Integrated Relationship Management (IRM) to connect clients with appropriate Truist expertise and solutions.
- Participate in Truist Retail Community Bank Leadership Routines.
- Advance product and individual knowledge by attending sales, service, and product meetings, training classes, and web-based learning.
- Follow internal controls, operational procedures, and risk-management policies, and stay current on policy and procedure changes.
- Serve as a secondary contact for new account openings and problem resolution, and offer appropriate products and services.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 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
- May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
