Universal Banker II (Sat Required) - Richmond North Area - Warrenton Road
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 a particular focus on assisting with outbound calling and Integrated Relationship Management (IRM) activities. The Universal Banker provides a distinctive client experience through courteous engagement, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking solutions. The role supports sales through client outreach, checking for offers, identifying needs, and fulfilling needs or referring clients to appropriate branch team members or specialists. It also supports new account openings and problem resolution as a secondary contact, participates in leadership routines and training, and follows operational controls, procedures, and risk management policies.
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 needed for branch automation.
- Ability to multitask under time constraints.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software 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 overnights 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 completion of standardized and complex transactions, with assistance as needed.
- Educate clients on ATMs, online banking, and mobile banking.
- Support sales through client outreach and outbound calls, checking for client offers, identifying needs and opportunities, and fulfilling or referring those needs appropriately.
- Apply Integrated Relationship Management (IRM) to deliver relevant Truist expertise and solutions to clients.
- Participate in 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 current on 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.
- Maintain accurate records and properly handle assigned monies.
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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
