Universal Banker II (Sat Required) - Shenandoah Valley Area-Rocky Mount

Truist Bank • Rocky Mount, VA

2d

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 service by identifying and understanding clients’ financial needs. It is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM).

The position engages clients, conducts standardized and more complex transactions (with assistance as needed), and educates clients about digital and self-service banking options. It supports client outreach and the branch sales process, contributes to Truist Retail Community Bank Leadership Routines, and serves as a secondary contact for new account openings and problem resolution. The role follows operational controls and risk management policies and keeps current with applicable procedures and training.

This is a regular position on the first shift. Weekend and/or extended-hour work is required, and occasional travel and overnight stays may be included. The annual base salary is $45,760–$51,250, with additional incentive pay available. Eligible regular teammates working 20 or more hours per week may receive benefits; specific eligibility depends on the 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 products.
• Ability to travel as needed for temporary staffing requirements, 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, conversation, needs discovery, and completion of standardized and complex transactions, seeking assistance when necessary.
• Educate clients about digital and self-service solutions, including ATMs and online and mobile banking.
• Support the team sales process through outbound client calls, checking for client offers, identifying needs and opportunities, fulfilling needs, or referring clients to appropriate branch team members or specialists.
• Apply Integrated Relationship Management (IRM) to help deliver Truist expertise and solutions for clients’ needs.
• Participate in established 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; stay informed about 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
• Depending on position and division, 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