Universal Banker II (Sat Required) - The Chesapeake Area - Onley

Truist Bank • Onley, VA

5d • $45,760 - $51,750

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, and is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM).

The position provides a distinctive client experience through courteous interactions and the handling of standardized and more complex transactions. It educates clients on digital and self-service banking options, supports client outreach and sales activities, and helps connect clients with appropriate products, branch team members, or specialists. The banker participates in Truist’s Retail Community Bank Leadership Routines and required learning activities, follows operational controls and risk policies, and serves as a secondary contact for new account openings and problem resolution.

The position is regular, requires English fluency, and is designated as first shift. The annual base salary is $45,760–$51,750, with additional incentive pay available. Eligible regular teammates working at least 20 hours per week may receive benefits; eligibility for specific benefits depends on position and division.

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 the PC keyboard and software skills needed for branch automation.
• Ability to multitask under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
• 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 conversation, needs discovery, and completion of standardized and complex transactions, seeking assistance when needed.
• Educate clients about digital and self-service solutions, including ATMs, online banking, and mobile banking.
• Support team sales activities through outbound client calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or making referrals.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in all components of Truist Retail Community Bank Leadership Routines.
• Advance product and client 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 volume of work appropriate to branch demand.
• Complete client transactions efficiently, maintain accurate records, and properly handle assigned funds.

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 for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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