Universal Banker II (Sat Required) - Richmond North Area - Aquia

Truist Bank • Stafford, VA

1d

About The Position

The Universal Banker II provides timely and efficient completion of client transactions, maintains accurate records, and properly handles assigned monies. The role delivers high-quality client service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with particular focus on outbound calling and Integrated Relationship Management (IRM).

The banker engages clients in courteous conversations, performs standardized and more complex transactions (with assistance as necessary), and educates clients about digital and self-service banking options. The position supports client outreach and sales processes, helps identify client needs and opportunities, and refers clients to appropriate branch team members or specialists. It also serves as a secondary contact for new account openings and problem resolution.

The role follows Truist Retail Community Bank Leadership Routines, participates in relevant sales, service, product knowledge, and other training, and adheres to internal controls, operational procedures, risk management policies, and current compliance guidelines. The position is a regular role on the first shift, and Saturday work is required as indicated by the job title. The 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 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.
• English language 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 and completion of standardized and complex transactions.
• Educate clients about ATMs, online banking, and mobile banking, and other digital or self-service solutions.
• Support team sales processes through client outreach and outbound calls, checking for client offers, identifying client needs or opportunities, and fulfilling needs or making appropriate referrals.
• Apply Integrated Relationship Management (IRM) to connect clients with Truist expertise and solutions for their needs.
• Participate in established Truist Retail Community Bank Leadership Routines.
• Build individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training.
• Follow internal controls, operational procedures, and risk management policies; stay informed about policy and procedure changes to maintain compliance.
• Serve as a secondary contact for new account openings and problem resolution, and offer applicable products and services to clients and prospects.
• Maintain accurate records and properly handle assigned monies.
• 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
• Additional incentive pay; position may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan depending on position and division

What This Job Offers

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